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Added 2 days ago
SC
Student Services Associate (Temporary)
Sheridan College
ON · Ontario, Canada
- Temporary
Reporting to the Manager, Service Excellence, the Student Service Associate (SSA) serves as the initial point of contact for Sheridan community members, including prospective students,…
Added 2 days ago
SC
Student Services Associate
Sheridan College
Brampton, ON
- Full-time
Reporting to the Manager, Service Excellence, the Student Service Associate (SSA) serves as the initial point of contact for Sheridan community members, including prospective students,…
Added 2 days ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Associate for a high-performing, fast paced portfolio advisory…
Added 2 days ago
NB
Associate Director or Director
National Bank of Canada
Montreal, QC
- Full-time
A career as an Associate Director or Director, Business Integrator on the New Products and Activities team at National Bank of Canada Capital Markets means acting as a strategic partner in…
Added 3 days ago
R
Associate
RBC
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Associate for a high-performing, fast paced portfolio advisory…
Added 3 days ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Associate for a high-performing, fast paced portfolio advisory…
Added 3 days ago
Trust Accounting & Settlement Technician (Student Position)
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager, IPC Wealth Trust & Settlement, you'll support a team responsible for the settlement of investment transactions and the reconciliation of client trust…
Added 4 days ago
CA
Extended Back Office Associate
Crédit Agricole CIB
Montreal, QC
- Full-time
Settlement of equities transactions, buy and sell, repo and securities lending/borrowing activities.
Added 5 days ago
CF
Financial Operations Processing Associate
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Financial Operations Fee Processing Associate. In this role, the successful candidate is expected to play a key role in supporting the day-to-day operations of…
Added 6 days ago
CF
Associate, Estate (Fixed Term)
CI Financial
Toronto, ON
- Full-time
We are currently seeking an Associate, Estate to join our team at CI Investment Services Inc. This position will be responsible for various administration and processing activities for…
Added 8 days ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Marine Gateway (South Vancouver), is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team.
Added 8 days ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Marine Gateway (South Vancouver), is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team.
Added 8 days ago
R
Associate
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Marine Gateway (South Vancouver), is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team.
Added 10 days ago
RD
Senior Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Senior…
Added 10 days ago
RB
Senior Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Senior…
Added 10 days ago
R
Senior Associate
RBC
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Senior…
Added 12 days ago
O
Operations Associate
Overchain
Toronto, ON
- $60,000 to $80,000 CAD / year
- Full-time
Overchain is the settlement layer for global businesses moving money across fiat and stablecoins. We provide the infrastructure that allows financial institutions, payment service…
Added 16 days ago
WT
Senior Associate, Treasury Cash & Settlements
Wealthsimple Technologies
Remote, Canada
- $69,000 to $87,000 USD / year
- Full-time
- Remote
As a Senior Associate on Wealthsimple's Treasury Cash Management team, you'll play a critical role in ensuring optimal cash flow management and operational efficiency. You'll manage daily…
Added 16 days ago
SL
Attorney/Lawyer (Saint Genevieve County)
Stange Law Firm, PC
MB · Saint Geneviève, MB
- Full-time
Defined opportunities for advancement into Senior Associate and leadership positions
Added 16 days ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 16 days ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 17 days ago
R
Associate
RBC
Vancouver, BC
- Full-time
…to join our leading wealth management firm as an EXPERIENCED Associate for a high-performing, fast paced portfolio advisory…
Added 20 days ago
Real Estate Associate
Hydro One Networks Inc
Markham, ON
Initiate and process payments for OHSC annual payment and other real estate rights agreements such as railway and other similar crossing documents, Trent-Severn waterway system documents,…
Added 22 days ago
RD
Administrative Assistant
RBC Dominion Securities
Coquitlam, BC
- Full-time
The RBC Dominion Securities branch located in Coquitlam is seeking an Associate to provide trading support to a successful Equity, Options, and Futures Broker. You will be responsible for…
Added 22 days ago
R
Administrative Assistant
RBC
Coquitlam, BC
- Full-time
The RBC Dominion Securities branch located in Coquitlam is seeking an Associate to provide trading support to a successful Equity, Options, and Futures Broker. You will be responsible for…

RBC

Senior 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: Nov 29, 2026
Experience: Minimum 2 years experience with CIRO firm.
Posting language: English
Posted: Oct 14, 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 Senior 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.

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:

2026-05-29

Application Deadline:

2026-11-29

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

Maintain client accounts, respond to inquiries, coordinate onboarding and advisor meetings, and provide timely, professional client support. Support advisors with portfolio and wealth management processes, trade settlement, compliant documentation, and updates to the team’s communication channels.

Requirements

Candidates must have the Canadian Investment Regulatory Exam (CIRE), at least two years of experience with a CIRO firm, and experience in wealth management or banking. Strong Microsoft Office and technology skills, excellent organization and time management, and professional English communication and client-service skills are required.

Skills

Client Service
Account Management
Problem Resolution
Time Management
Organization
Verbal Communication
Written Communication
Microsoft Office
Wealth Management
Financial Regulation
Account Administration
Client Onboarding
Investment Planning
Social Media

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock Options
Coaching and Development Opportunities
Financial Services Training

Visa sponsorship

Not detected in the job text

Keywords

Canadian Investment Regulatory Exam
CIRE
CIRO
Wealth Management
Investment Advisor
Client Accounts
Account Administration
Client Onboarding
Portfolio Management
Wealth Management Planning
Client Service
Account Transactions
Account Documentation
Account Reporting
Regulatory Compliance
Internal Controls
Trade Settlement
Wealth Management Activities
Microsoft Office Suite
Social Media
LinkedIn
Facebook
Websites
Brochures
Newsletters
Financial Services

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