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Added 3 hours ago
NB
Private Wealth Advisor (1859)
National Bank of Canada
Quebec, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 9 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Ajax, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 10 hours ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Licensed for at least 1 year.
Added 10 hours ago
RB
Client Advisor
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 13 hours ago
R
Client Advisor
RBC
Langley (District), BC
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 13 hours ago
RB
Client Advisor
Royal Bank of Canada
Iqaluit, NU
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 13 hours ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 14 hours ago
C
Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 15 hours ago
RB
Banking Advisor
Royal Bank of Canada
Steinbach, MB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 15 hours ago
RB
Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 15 hours ago
RB
Banking Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 16 hours ago
R
Client Advisor Intern
RBC
Ajax, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 16 hours ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 16 hours ago
R
Client Advisor
RBC
Iqaluit, NU
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 16 hours ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 17 hours ago
R
Banking Advisor
RBC
Moose Jaw, SK
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 17 hours ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Licensed for at least 1 year.
Added 18 hours ago
SL
District Manager
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
Develop and execute on your District recruiting and sales power growth plan in alignment with overall SLFD objectives and advisor succession needs.
Added 18 hours ago
B
Lead, Client Services - Bilingual (Hybrid)
Broadridge
Toronto, ON
- Full-time
Experience building client relationships and acting as a business partner and trusted advisor.
Added 18 hours ago
NB
Wealth Associate
National Bank of Canada
Victoria, BC
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 19 hours ago
R
Banking Advisor
RBC
Steinbach, MB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 19 hours ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
DUCA is looking for a Wealth Advisor to join our growing team!
Added 19 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Woodstock, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 20 hours ago
R
Client Advisor - Casual
RBC
London, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 20 hours ago
CC
Financial Advisor, Investments
Conexus Credit Union
Regina, SK
- Full-time
As a Financial Advisor, Investments, you will be responsible for understanding the financial goals of your assigned portfolio of members and supporting their achievement. This includes the…

Royal Bank of Canada

Client Experience Associate

Surrey, BC, V3W 3N2, Canada

The expected base salary range for this position is $38,000 - $47,000. · Full-time

This date has passed. Check with the employer before applying.

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Job details

Pay: The expected base salary range for this position is $38,000 - $47,000.
Job type: Full-time
Listed closing date: Oct 16, 2026
Experience: Minimum of 2 years of client service experience
Posting language: English
Posted: Oct 7, 2026

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.

What will you do?

Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
Coordinate and prepare meetings for Advisors with their clients/prospects.
Help manage incoming communications from clients, Advisors and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

Strong Microsoft Office Suite 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
Minimum of 2 years of client service experience
Impeccable attention to detail

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures, an asset

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 service

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 $38,000 - $47,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x 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

Client Relationship Management, Collaboration, Microsoft Office, Time Management, Wealth Management, Written Communication

Additional Job Details

Address:

2626 CROYDON DR:SURREY

City:

Surrey

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-10

Application Deadline:

2026-10-16

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.

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More about this job

Responsibilities

The associate will deliver concierge-level service to clients, manage account documentation, and coordinate meetings for the advisory team. They are also responsible for maintaining communication channels and ensuring compliance with internal and regulatory standards.

Requirements

Candidates must have at least 2 years of client service experience and strong proficiency in the Microsoft Office Suite. Exceptional verbal and written communication skills, along with impeccable attention to detail, are required for success in this role.

Skills

Collaboration
Microsoft Office
Time management
Wealth management
Written communication
Verbal communication
Client service
Attention to detail
Regulatory compliance
Documentation management
Concierge service

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Training program

Visa sponsorship

Not detected in the job text

Keywords

Client Experience
Wealth Management
RBC Dominion Securities
Microsoft Office Suite
Regulatory Compliance
Client Onboarding
Concierge Service
Financial Services
Communication
Account Management
Audit
LinkedIn
Facebook
Newsletters
Advisory Team
Professionalism

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