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Associate

  • Vancouver, BC, Canada

The expected base salary range for this position is $36,000 - $45,000. · Full-time

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Job details

Pay
The expected base salary range for this position is $36,000 - $45,000.
Job type
Full-time
Apply by
Experience
Minimum of 2 years of experience in securities industry
Posting language
English
Posted

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 Thurlow branch located in downtown Vancouver is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an 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?

  • Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
  • Support the Investment Advisors in general administrative duties in the management of client accounts
  • Support the Investment Advisors in the preparation of client reviews and presentations
  • Request information and documentation from clients in order to open accounts and keep client files up to date
  • Follow up on client trades to ensure proper settlement and delivery
  • Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) and/or Canadian Investment Regulatory Exam (CIRE)
  • Strong Microsoft Office Suite skills
  • Meticulous attention to detail and excellent time management 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

Nice-to-have

  • Knowledge of RBC Dominion Securities’ systems and procedures, an asset
  • Minimum of 2 years of experience in securities industry
  • Enthusiastic, committed, and entrepreneurial spirit

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • 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
  • 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 $36,000 - $45,000.


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


RBC’s compensation philosophy and principles 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:

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:

2026-10-22

Application Deadline:

2026-11-12

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.

More about this job

Responsibilities

The Associate will provide exceptional service to clients and support the Investment Advisor team with account administration, documentation, and portfolio management. They are responsible for handling client inquiries, preparing reviews, and ensuring all account files remain compliant and up-to-date.

Requirements

Candidates must possess the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and/or Canadian Investment Regulatory Exam (CIRE). A minimum of 2 years of experience in the securities industry and strong proficiency in Microsoft Office are required.

Skills

  • Account management
  • Customer success
  • Financial regulation
  • Investment risk management
  • Client service
  • Time management
  • Communication
  • Microsoft Office Suite
  • Administrative support
  • Portfolio advisory
  • Wealth management
  • Documentation
  • Compliance
  • Trade settlement
  • Problem solving
  • Interpersonal relationships

Benefits

  • Bonuses
  • Flexible benefits
  • Competitive compensation
  • Commissions
  • Stock
  • Coaching
  • Training program

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Customer Service & Support
  • Administrative
  • Management & Leadership

Keywords

  • RBC Dominion Securities
  • Wealth management
  • Investment advisor
  • Canadian Securities Course
  • CSC
  • CPH
  • CIRE
  • Portfolio advisory
  • Client service
  • Account administration
  • Securities industry
  • Microsoft Office
  • Compliance
  • Trade settlement
  • Financial planning
  • Total Rewards Program
  • Client relations
  • Documentation
  • Investment
  • Banking

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