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Added 2 mins ago
PI
Business Development Manager
Pantheon Inc
Calgary, AB
- Full-time
…clients, identifying new opportunities, and acting as a trusted advisor across all levels of client organizations. You'll work closely with senior leaders, delivery teams, and pre-sales to…
Added 15 mins ago
R
Client Advisor
RBC
Halifax, NS
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 15 mins ago
R
Client Advisor
RBC
Halifax, NS
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 15 mins ago
C
Financial Advisor-CIRO-MFD/AMF
CIBC
Salmon Arm, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 45 mins ago
JH
Forensic Professional Engineer (all levels)
J.S. Held LLC
Burlington, ON
- Full-time
The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.
Added 59 mins ago
PI
Senior Product Manager, Fund Management
Purpose Investments
Toronto, ON
- Full-time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 59 mins ago
D
Director, Financial Crime
Deloitte
Vancouver, BC
- Full-time
…anti-corruption programs, regulatory matters, and related advisory services. The successful candidate will bring strong market credibility, trusted client relationships, and a demonstrated…
Added 59 mins ago
J
Client Portfolio Manager
Justwealth
Canada
- Full-time
To support our growth, we are looking for an experienced professional to fill a Client Portfolio Manager (PM) role.
Added 59 mins ago
PA
Advisor Success - Associate, Business Operations
Purpose Advisor Solutions
Toronto, ON
- Full-time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 1 hour ago
Advisor Success - Associate, Business Operations
Purpose Unlimited
Toronto, ON
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 1 hour ago
R
Banking Advisor
RBC
Campbellton, NB
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management,…
Added 1 hour ago
RH
Assurance Manager
Robert Half
London, ON
- Full-time
Our client, a growing professional services firm, is seeking a CPA-designated accounting professional to join its leadership team. This role combines client service, technical accounting…
Added 1 hour ago
SL
Business Development Consultant
Sun Life
Toronto, ON
- Full-time
…sales driven, strategic mindset, strong knowledge of financial services and products and relationship focused. If this feels well aligned to who you are and areas you want to focus on, we…
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
Laval, QC · Caisse Desjardins de Chomedey
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
Quebec, QC · Caisse Desjardins de Sillery-Saint-Louis-de-France
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 1 hour ago
Financial Advisor, Investment & Retirement Planning- Ottawa Main, Ontario
Scotiabank
Ottawa, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 1 hour ago
Customer Service Specialist (12 month contract)
The Canada Life Assurance Company
London, ON
…our Field Partners, Financial Advisors, teammates, and the Client Service Centre, seeking to resolve questions, concerns and…
Added 1 hour ago
RB
Exclusive Career Event: Discover the Expert Banking Services Advisor Role at RBC
Royal Bank of Canada
Montreal, QC
- Full-time
…opportunity will allow you to learn more about the Expert Banking Services Advisor role and the RBC…
Added 2 hours ago
RH
Director Finance (Contract, Non-Profit)
Robert Half
Toronto, ON
- $50 to $60 USD / hour
- Contract
Our client, a well-established non-profit organization, is seeking an experienced Director, Finance to provide leadership across financial operations, budgeting, forecasting, reporting, and…
Added 2 hours ago
FI
Working Manager, Accounting & Investments
Family Innovation Corp.
Calgary, AB
- Full-time
Family Innovation Corp. (FIC) offers a range of services, including accounting, strategic planning, risk management, and other specialized services to both internal and external clients.
Added 2 hours ago
FI
Working Manager, Accounting & Investments
Family Innovation Corp.
Vancouver, BC
- Full-time
Family Innovation Corp. (FIC) offers a range of services, including accounting, strategic planning, risk management, and other specialized services to both internal and external clients.
Added 2 hours ago
R
Exclusive Career Event: Discover the Expert Banking Services Advisor Role at RBC
RBC
Montreal, QC
- Full-time
…opportunity will allow you to learn more about the Expert Banking Services Advisor role and the RBC…
Added 2 hours ago
R
Financial Advisor
RBC
Halifax, NS
- Full-time
 Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice…
Added 2 hours ago
R
Exclusive Career Event: Discover the Expert Banking Services Advisor Role at RBC- EN
RBC
Montreal, QC
- Full-time
…opportunity will allow you to learn more about the Expert Banking Services Advisor role and the RBC…

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

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Applications open in a new tab.

Job details

Pay: The expected base salary range for this position is $38,000 - $47,000.
Job type: Full-time
Apply by: 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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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 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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