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Added 1 hour ago
Associate Director, Business Risk Management - Toronto, ON
Scotiabank - Global Banking and Markets
Toronto, ON
Full-time
…government and institutional investor clients. GBM is a full-service wholesale bank and investment dealer in Canada and Mexico and offers a range of products and services in the U.S., Latin…
Added 2 hours ago
Associate
RBC Dominion Securities
Vancouver, BC
Full-time
Our downtown Vancouver office is seeking a dedicated professional to join a successful and growing Private Client & Institutional Wealth Management team. This role spans client onboarding…
Added 4 hours ago
Associate
RBC
Vancouver, BC
Full-time
Our downtown Vancouver office is seeking a dedicated professional to join a successful and growing Private Client & Institutional Wealth Management team. This role spans client onboarding…
Added 4 hours ago
Wealth Concierge
RBC
Vancouver, BC
Full-time
Provide excellence in client service, by responding to all client inquiries, update client files as required and prepare client presentation material for wealth planning meetings.
Added 5 hours ago
Sr. Credit Solutions Associate, Commercial Banking (Contract) opened to Kelowna, Van. or Langley
Scotiabank
Kelowna, BC
Add to your commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner.
Added 5 hours ago
Client Care Representative - Auto Associate
HUB International
Kamloops, BC
Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 6 hours ago
Associate Director, Business Risk Management - Toronto, ON
Scotiabank
Toronto, ON
…government and institutional investor clients. GBM is a full-service wholesale bank and investment dealer in Canada and Mexico and offers a range of products and services in the U.S., Latin…
Added 6 hours ago
Credit Solutions Associate, Commercial Banking - Edmonton
Scotiabank
Edmonton, AB
The Credit Solutions Associate (CSA) plays a key role in supporting Client Relationship Managers with end-to-end credit underwriting support for growth clients within Commercial Banking…
Added 6 hours ago
Wealth Concierge
Royal Bank of Canada
Vancouver, BC
Full-time
Provide excellence in client service, by responding to all client inquiries, update client files as required and prepare client presentation material for wealth planning meetings.
Added 7 hours ago
Credit Solutions Associate, Canadian Commercial Banking (Mississuaga or Markham, Ontario)
Scotiabank
Markham, ON
The Credit Solutions Associate (CSA) plays a key role in supporting Client Relationship Managers with end-to-end credit underwriting support for growth clients within Commercial Banking…
Added 8 hours ago
PIA Client Service Associate
TD
Owen Sound, ON
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 8 hours ago
Associate
Royal Bank of Canada
Vancouver, BC
Full-time
Our downtown Vancouver office is seeking a dedicated professional to join a successful and growing Private Client & Institutional Wealth Management team. This role spans client onboarding…
Added 9 hours ago
Trust Associate, Scotiatrust - Vancouver, BC
Scotiabank
Vancouver, BC
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and…
Added 9 hours ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Added 11 hours ago
Advisor Associate - Location is St John's NFLD
Scotiabank
St. John's, NL
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Added 14 hours ago
Associate
RBC Dominion Securities
Guelph, ON
Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 15 hours ago
Associate
Royal Bank of Canada
Guelph, ON
Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 20 hours ago
Investment Banking Analyst/Associate (Future Opportunities)
Raymond James
Toronto, ON
Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 22 hours ago
Private Trust Client Service Associate
TD
Calgary, AB
Full-time
Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As Private Trust Client…
Added 22 hours ago
PIA Client Service Associate
TD
Victoria, BC
Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 1 day ago
Associate
RBC
Guelph, ON
Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 1 day ago
Client Service Associate-Bilingual
CIBC
Montreal, QC
Full-time
You are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. As a Client Service Administrator, you will provide exceptional service to Private…
Added 1 day ago
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
TD
Winnipeg, MB
Full-time
Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As Private Trust Client…
Added 1 day ago
Wealth Associate Sudbury
MD Financial Management | Gestion financière MD
Sudbury, ON · Greater Sudbury, ON
Full-time
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 1 day ago
Client Service Associate-Bilingual
CIBC
Montreal, QC
Full-time
You are accountable for effectively managing all administrative aspects of CIBC Private Wealth operations. As a Client Service Administrator, you will provide exceptional service to Private…

RBC

Associate

Vancouver, BC, Canada

Pay: The expected base salary range for this position is $35,000–$40,000.
Job type: Full-time
Apply by: Oct 12, 2026
Posting language: English
Posted: Sep 29, 2026

Apply About employer

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Original job description

Job Description

What is the opportunity?

RBC Dominion Securities Inc. (“RBC DS”) is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC DS and RBC Capital Markets.

Our downtown Vancouver office is seeking a dedicated professional to join a successful and growing Private Client & Institutional Wealth Management team. This role spans client onboarding and servicing, RBC DS applications, business development support, and administrative coordination across internal and external partners. The successful candidate may have the opportunity to grow into more senior Associate roles within the team. The role may eventually be executing client portfolio trades and model maintenance while supporting Portfolio Managers with investment research, dashboard management, and client review preparation.

As a valued member of the team, you will be recognized and compensated for your contributions. Strong, clear communication with clients and colleagues is essential. Prior industry experience is an asset but not a requirement. This is an in-office role, with daily on-site presence required alongside the rest of the team.

What will you do?

Develop expertise in RBC DS applications and team-specific processes
Support client onboarding and account transfers, liaising with internal and external partners to minimize processing delays
Manage ongoing servicing needs, including account maintenance, cash transactions, general inquiries, and technology support
Provide ad hoc support for marketing and business development initiatives
Complete other administrative duties as assigned by Portfolio Managers
Deliver client service that upholds the team’s AAA service standard
Promote a work environment that fosters innovation, creativity, and teamwork
Use Excel and other systems to analyze, organize, and maintain client investment data
Support cash management, portfolio maintenance, and investment operations

What do you need to succeed?

Demonstrated client service skills
Strong attention to detail and organizational skills
Ability to optimize and develop operational processes
Strong problem-solving skills under time pressure
Confidence and professionalism when speaking with clients by phone and in person
Ability to explain complex information in a clear and accessible manner
Completion of the Canadian Investment Regulatory Exam, CIRE
Completion of CFA Level I will be considered a strong asset
Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, and OneNote) – will be assessed during the interview
Industry experience is preferred but not required

What’s in it for you?

We thrive on the challenge to be our best and work together to deliver trusted advice that helps our clients succeed. We care about each other, about reaching our full potential, and about making a meaningful difference in each other’s success.

A comprehensive Total Rewards Program with competitive compensation
Leaders who support your development through coaching and growth opportunities
A dynamic, collaborative, and high-performing team environment
Exposure to challenging and rewarding work
The opportunity to build close, lasting relationships with clients

Compensation for this position, including salary and discretionary/variable incentive payments, will be determined based on a number of factors, including but not limited to the candidate’s experience, skills, registration status, and performance; individual goals; market conditions; and business needs.

The expected base salary range for this position is $35,000–$40,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles reflect the importance of a highly qualified global workforce and play a critical role in attracting, engaging, and retaining talent that:

Drives RBC’s high-performance culture
Enables the collective achievement of our strategic goals
Generates sustainable shareholder returns and above-market shareholder value

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

745 THURLOW ST:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-13

Application Deadline:

2026-10-12

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

The associate will support client onboarding, account maintenance, and business development initiatives while managing investment data and portfolio operations. They are responsible for delivering high-quality client service and providing administrative support to Portfolio Managers.

Requirements

Candidates should possess strong organizational and problem-solving skills with advanced proficiency in Microsoft Office. Completion of the Canadian Investment Regulatory Exam (CIRE) is required, and CFA Level I is considered a strong asset.

Skills

Client service
Account management
Attention to detail
Organizational skills
Problem-solving
Communication
Excel
Microsoft Office
Investment research
Portfolio maintenance
Cash management
Business development
Data analysis
Financial regulation

Benefits

Competitive compensation
Total rewards program
Coaching and growth opportunities
Professional development

Visa sponsorship

Not detected in the job text

Keywords

RBC Dominion Securities
Wealth Management
Private Client
Institutional Wealth Management
Client Onboarding
Account Transfers
Portfolio Managers
Investment Research
Dashboard Management
Excel
Outlook
Word
PowerPoint
OneNote
CIRE
CFA Level I
Cash Management
Investment Operations
Business Development
Administrative Coordination

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