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 Coquitlam is seeking an Associate to provide administrative support to a successful Advisory Team.
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
What will you do?
- Coordinate and prepare meetings for Advisors with their clients/prospects.
-
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
-
Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
-
Assist the Advisor team with client onboarding.
-
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.
-
Follow up on client trades to ensure proper settlement and delivery
-
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
-
Canadian Investment Regulatory Exam, CIRE
-
Strong Microsoft Office Suite skills
-
High level of 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
Nice-to-have
-
Knowledge of RBC Dominion Securities’ systems and procedures
-
Experience in the securities industry is 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 $40,000 - $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
2950 GLEN DR:COQUITLAM
Coquitlam
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-06-11
2026-06-30
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.
Join our Talent Community
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.
