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Added 23 mins ago
Temporary Sales Associate
Coach
Richmond, BC
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 23 mins ago
Temporary Sales Support Associate
Coach
Richmond, BC
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 23 mins ago
Temporary Sales Support Associate
Coach
Burnaby, BC
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 23 mins ago
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Montreal, QC · Greater Montreal Metropolitan Area
Part-time
As a Famous Footwear Sales Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 23 mins ago
Business Development Associate
Jonas Software
Markham, ON · Canada - Markham - Ontario
Full-time
CORA Group (Collective Organization Redefining Advancement) operates as a portfolio within Jonas Software, positioned within North America to the Collection & Recovery, Food Service,…
Added 38 mins ago
sale associate
SNDL Inc.
Alexis Whitecourt 232, AB · ACE Liquor Discounter Gateway Plaza
Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 52 mins ago
Temporary Sales Support Associate
Coach
Niagara-on-the-Lake, ON
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 1 hour ago
Senior Associate
RBC
Vaughan, ON
Full-time
The RBC Dominion Securities branch located in Vaughan is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Senior Associate.
Added 1 hour ago
Senior Insurance Associate
Mattamy Homes
Toronto, ON
Full-time
Reporting to the Director, Treasury, the Senior Insurance Associate supports insurance and risk management activities across a diverse portfolio of operating companies, including…
Added 1 hour ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
…client-focused team. This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and experience the Wealth Management cycle…
Added 1 hour ago
Client Service Associate
BCV Asset Management Inc.
Winnipeg, MB
Full-time
BCV Asset Management Inc. provides portfolio management services to high-net-worth families, corporations, and institutional investors. We are a growing investment firm, based in Winnipeg,…
Added 2 hours ago
Business Development Associate
CORA Group
Markham, ON · Canada - Markham - Ontario
Full-time
CORA Group (Collective Organization Redefining Advancement) operates as a portfolio within Jonas Software, positioned within North America to the Collection & Recovery, Food Service,…
Added 2 hours ago
Regional Associate
CIBC
Vancouver, BC
Full-time
…Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As the Manager of Client Support, you will apply advanced…
Added 2 hours ago
ASSOCIATE MANAGER, GROWTH AND TRANSITION CAPITAL
BDC
Quebec, QC
Full-time
The Associate Manager, Growth and Transition Capital provides analytical, statistical, and account management support to the transaction team by extracting various financial data and…
Added 2 hours ago
Senior Associate
Royal Bank of Canada
Vaughan, ON
Full-time
The RBC Dominion Securities branch located in Vaughan is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Senior Associate.
Added 2 hours ago
Associate
Royal Bank of Canada
Victoria, BC
Full-time
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.
Added 2 hours ago
Category Director, Meal Makers (Super Market Division)
Loblaw Companies Limited
Brampton, ON
Full-time
…You will be accountable for leading a team of Merchants and Associate…
Added 2 hours ago
SALES ASSOCIATE – PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Winnipeg, MB
Part-time
…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 3 hours ago
Associate Producer, Radio Scheduling (Hybrid/Telework)
Radio-Canada
Toronto, ON
Full-time
…for Radio One’s Sirius XM channel and the Radio Distribution portfolio, as…
Added 3 hours ago
Associate Clinical Account Specialist – Alberta – Johnson & Johnson MedTech, Electrophysiology
Johnson & Johnson Innovative Medicine
Calgary, AB · AB · Markham, ON
$65,000 to $103,500 CAD / year
Full-time
Key Account Management – MedTech (No Commission)
Added 3 hours ago
Administrative Associate
BMO
Surrey, BC · WSSC
Full-time
Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
Added 3 hours ago
Administration Associate, Wealth Management, Nesbitt Burns
BMO
Quebec, QC
Full-time
…professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated…
Added 3 hours ago
Sales Associate (Seasonal), Wine and Beyond Signal Hill
SNDL Inc.
Calgary, AB · Wine & Beyond Signal Hill
Part-time
…driven individual to join our team as a Part-Time SEASONAL Sales Associate at our Signal Hill Wine & Beyond in Calgary,…
Added 3 hours ago
Store Associate
SNDL Inc.
Hinton, AB · ACE Liquor Discounter Hinton
Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 3 hours ago
Associate Manager - Community Team (Assassin's Creed)
Ubisoft
Montreal, QC
Full-time
…including content creation and player insights and feedback. The Associate Manager, Community Team, will be responsible for overseeing the daily operations of a team of Community Managers…

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

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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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