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Added 9 mins ago
Administrative Assistant
RBC
Burnaby, BC
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 9 mins ago
Insurance Advisor - Life, Health & Wealth
RBC
Charlottetown, PE
Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 9 mins ago
Insurance Advisor - Life, Health & Wealth
RBC
NS · Halifax, NS · Truro, NS
Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 9 mins ago
Financial Advisor
RBC
Mission, BC
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
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Relationship Manager Business Markets Intern
RBC
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Full-time
Business development and prospecting skills, including building and leveraging valuable centres of influence within the local business community
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Banking Advisor
RBC
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Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
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Insurance Advisor Home & Auto - Advice Centre
RBC
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As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
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Senior Associate
RBC
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Full-time
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Added 9 mins ago
Administrative Assistant
RBC
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…through ongoing, efficient support to both clients and the Advisor…
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Senior Security Architect
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Added 24 mins ago
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Added 25 mins ago
Business Analyst
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$120,000 to $130,000 CAD / year
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The Business Analyst draws up requirement statements and takes part in development projects as advisor in the area of business and systems use. He/she follows up change requests with users…
Added 25 mins ago
Business Banking Analyst – Virtual – Bilingual
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…recognize sales opportunities and refer them to the Business Advisor and/or appropriate internal…
Added 39 mins ago
Intern, Private Client Service
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…This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and experience the Wealth Management cycle…
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Community investment: Opportunity for impact in the communities in which we live and work.
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Financial Advisor
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As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
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Banking Advisor
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Administrative Assistant
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You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 39 mins ago
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…economic, social and environmental value as a global real estate advisor, powered by people.We care about each other and we have each other’s backs. This makes Avison Young a great place to…
Added 53 mins ago
Cultural Educational Advisor
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Under the direction of the Educational Resources Service, the cultural educational advisor plays a pedagogical and institutional leadership role. The person supports school teams and…
Added 53 mins ago
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Added 53 mins ago
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Added 53 mins ago
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Join Libro Credit Union as a full-time Banking Advisor for our London Elgin Region
Added 53 mins ago
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Join Libro Credit Union as a full-time Banking Advisor for our Stratford Branch

RBC

Associate

Victoria, BC, Canada

Pay: The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Job type: Full-time
Apply by: Oct 18, 2026
Posting language: English
Posted: Oct 2, 2026

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Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Victoria is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Client Service & Operations

Manage client experience for assigned household portfolio by answering inquiries, addressing concerns, and executing or delegating requests
Execute cash flow processes including wires, deposits, withdrawals, RIFs, EFTs, and fee management
Complete recurring administrative work such as tracking client ages for RSP-to-RIF conversions, unlocking LIRAs, and generating gains/loss reports
Manage RSP/TFSA/RIF/RESP processes, including client communications and withdrawal processing
Execute new client onboarding (documentation, transfers, online access setup, welcome calls)
Complete account closing and fee processes
Prepare meeting prep materials, and supporting documentation
Confirm client meeting details and ensure proper meeting logistics
Execute post-meeting tasks and follow-up items
Support estate settlement and client tax reporting processes

General Administration

Manage digital client experience including eStatements, WMOnline, and banking information updates
Complete operational tasks, W8-Ben forms, and account updates
Maintain household structures
Provide backup support during vacations, illness, and busy periods

Team Expectations

Putting clients first in all interactions
Demonstrating collaboration and teamwork
Following documented team processes and checklists
Supporting team members during peak periods

What do you need to succeed?

Must-have

Proactivity and ability to anticipate client and team needs
Strong attention to detail
Excellent time management and prioritization abilities
Clear verbal and written communication skills
Proficiency with firm technology tools and systems
Canadian Investment Regulatory Exam, CIRE

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to building close relationships with clients

The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

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

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

Drives RBC’s high-performance culture
Enables 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:

730 VIEW ST:VICTORIA

City:

Victoria

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-02

Application Deadline:

2026-10-18

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 manage client accounts, execute administrative operations, and support the Investment Advisor in portfolio management. They are responsible for maintaining documentation, ensuring compliance, and providing exceptional service to clients.

Requirements

Candidates must possess strong attention to detail, excellent time management skills, and clear communication abilities. A Canadian Investment Regulatory Exam (CIRE) certification is required for this role.

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Time management
Prioritization
Communication
Administrative support
Portfolio management
Client onboarding
Compliance
Documentation

Benefits

Competitive compensation
Flexible benefits
Total rewards program
Coaching and development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment
RBC Dominion Securities
Account administration
Client onboarding
Portfolio management
CIRE
RSP
TFSA
RIF
RESP
LIRA
Compliance
Financial planning
Cash flow management
Client service
Operations
Digital client experience
Estate settlement
Tax reporting

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