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Added 11 mins ago
PF
Gestionnaire senior·e de la réussite client | Senior Customer Success Manager
Power Factors
Montreal, QC
- Full-time
Le ou la Gestionnaire senior·e de la réussite client agit à titre de conseiller·ère de confiance et de responsable commercial·e pour un portefeuille de comptes stratégiques chez Power…
Added 41 mins ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
…experience managing a portfolio, and your knowledge of banking services, you have a direct impact on the client, employee, and user experience, as well as on profitability and client…
Added 41 mins ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by…
Added 41 mins ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 41 mins ago
NB
Wealth associate
National Bank of Canada
Montreal, QC
- Full-time
Assist the Private Wealth Advisor in all administrative tasks related to managing client accounts.
Added 41 mins ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
Added 56 mins ago
RB
Client Experience Associate
Royal Bank of Canada
Surrey, BC
- Full-time
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
Added 2 hours ago
SC
HSE Advisor
SHE Consulting Inc.
Whitehorse, YT
- Full-time
…working since 2010 to deliver specialized safety consulting services to clients throughout the Yukon. Our clients include construction, mining and industrial companies, First Nation…
Added 3 hours ago
PF
Service advisor - auto repair
Patricia Ford Sales (1994) LTD
Manning, AB
- From $22 CAD / hour
- Full-time
- On-site
Explain the type and cost of services offered
Added 3 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Develop and maintain strong client relationships while serving as a trusted business advisor.
Added 4 hours ago
HM
Wealth Management Assistant (Licensed)
Harris Mosset Private Wealth Management
Brandon, MB
- $30,000 to $40,000 CAD / year
- Full-time
- On-site
…the overall efficiency of the practice. Key Responsibilities Advisor & Operations Support Provide administrative and operations support to Advisor Team. Follow established workflows,…
Added 5 hours ago
TA
Service advisor - auto repair
Total Auto Service
Waterloo, ON
- $18 to $28 CAD / hour
- Full-time
- On-site
Obtain and examine all relevant information to assess client feedback, enquiries and complaints in the delivery of meaningful information and services.
Added 5 hours ago
A
Senior Sales Representative, HRO, Human Resources Outsourcing, Mid-Market Accounts
ADP
Burnaby, BC
- $97,500 to $147,500 CAD / year
- Other
Position the value of ADP Comprehensive Services and related solutions based on each client’s business objectives.
Added 5 hours ago
L
Technical Account Manager
Leni
Toronto, ON
- Full-time
Strong account management and client relationship skills, with experience serving as a trusted advisor to enterprise or B2B customers.
Added 7 hours ago
H
Senior Management Consultant
HDR
Burlington, ON · Kingston, ON · Ottawa, ON · Richmond Hill, ON · Toronto, ON
- Full-time
…with and leverage HDR’s engineering and Utility Management Services (UMS) staff across the company and teaming partners to develop solutions for our clients. The primary duties of this…
Added 7 hours ago
DC
Project Manager – Community-Based Research & Engagement
DIVERSEcity Community Resources Society
Surrey, BC
- Full-time
…and systems change, leading initiatives that influence how services are designed, accessed, and coordinated across the region. The position is accountable for driving system-level…
Added 7 hours ago
RB
Financial Advisor - Greater Toronto Region
Royal Bank of Canada
Toronto, ON
- Full-time
Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and Financial Planning I)
Added 7 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- 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 8 hours ago
UF
Associate Director, Content Marketing
UJA Federation of Greater Toronto
Toronto, ON · North York, ON
- Full-time
Serve as a senior content marketing advisor to stakeholders, providing expert counsel and recommendations on messaging, audience engagement, content strategy, and campaign effectiveness.
Added 8 hours ago
RB
Commission Data Specialist
Royal Bank of Canada
Toronto, ON
- Full-time
Maintain advisor profiles and licensing data – Update FOS member profiles, add/terminate licenses, and manage database records based on Registration Department communications
Added 9 hours ago
H
Manager IM/IT
Hays
Ottawa, ON
- $106,000 to $132,000 CAD / year
- Full-time
Our client is a highly respected Canadian organization operating within a complex and regulated environment. The organization plays a critical role in supporting Canadian businesses,…
Added 9 hours ago
VC
Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Powell River, BC
- $29.76 to $31.64 CAD / hour
- Part-time
Within the context of a client and family centered care model and in accordance with established vision and values of the organization, the Community Care Assistant works under the…
Added 9 hours ago
E
Principal Technical Consultant, Senior Hydrogeologist
ERM
Calgary, AB · Vancouver, BC
- $109,900 to $147,300 CAD / year
- Full-time
Reporting to ERM’s Technical Director, you will use your technical expertise, client relationships, and business acumen to strengthen ERM’s reputation, expand our hydrogeology practice, and…
Added 9 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 9 hours ago
NB
banking advisor
National Bank of Canada
Les Coteaux, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…

RBC

Associate

Vancouver, BC, Canada

The expected base salary range for this position is $40,000 - $50,000. · Full-time

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Job details

Pay: The expected base salary range for this position is $40,000 - $50,000.
Job type: Full-time
Apply by: Oct 22, 2026
Experience: Minimum 2 years experience with CIRO firm.
Posting language: English
Posted: Oct 8, 2026

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 Vancouver Royal Centre is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory team.

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.

What will you do?

Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Assist the Advisor team in welcoming and onboarding new clients.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
Follow up on client trades to ensure proper settlement and delivery
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

Canadian Investment Regulatory Exam, CIRE
Minimum 2 years experience with CIRO firm.
Strong skills working with business applications/technology, including Microsoft Office Suite
High quality time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills in English.
Experience in the Wealth Management or Banking industry

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
An opportunity to make a difference and have a lasting impact on the lives of others
Work in a dynamic, collaborative, progressive, and high-performing team
The chance to work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services

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

The expected base salary range for this position is $40,000 - $50,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x - 1.5x 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:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W: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:

2026-10-08

Application Deadline:

2026-10-22

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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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, ensure regulatory compliance, and provide exceptional service to support the investment advisor team. They will also coordinate client meetings, handle account documentation, and maintain communication channels to foster strong client relationships.

Requirements

Candidates must possess a Canadian Investment Regulatory Exam (CIRE) certification and at least two years of experience with a CIRO firm. Strong proficiency in Microsoft Office, excellent communication skills, and a background in wealth management or banking are required.

Skills

Account management
Customer success
Financial regulation
Wealth management
Portfolio advisory
Client service
Problem resolution
Time management
Organization skills
Communication skills
Microsoft Office Suite
Regulatory compliance
Social media management
Investment administration

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Coaching and development opportunities
Training program

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
RBC Dominion Securities
CIRO
CIRE
Investment Advisor
Portfolio Advisory
Account Administration
Regulatory Compliance
Client Onboarding
Microsoft Office Suite
LinkedIn
Facebook
Financial Services
Banking
Trade Settlement
Wealth Management Process
Audit
Client Relations
Investment Risk Management

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