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Publié il y a 11 jours

Associate

@ RBC Dominion Securities Inc.

West Vancouver, Colombie-Britannique

Temps plein2+ ans d’expérience
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En bref

RBC Dominion Securities is hiring an Associate at its West Vancouver branch to support a successful Advisory Team. The role involves client service, account maintenance, trade follow-up and regulatory compliance, with 2 to 3 years of securities experience required, a 37.5-hour full-time week and a base salary of $38,000 to $48,000 plus a possible incentive of up to 1.0x base salary.

Responsabilités :

  • Maintain client accounts and manage timelines and key dates
  • Respond to client inquiries and account requests efficiently
  • Follow up on client trades to ensure settlement and delivery
  • Assist the Advisor Team in onboarding new clients
  • Keep client files compliant with internal controls and regulations

Résumé des exigences :

  • 2 to 3 years of securities industry experience
  • CIRE and/or CSC and CPH completion
  • Strong Microsoft Office and business application skills
  • High-quality time management and organization skills
  • Professional, warm client service
  • Exceptional English verbal and written communication

Outils et compétences

Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-10-26
Première détection par notre source
2026-10-27
Mise à jour du dossier source
2026-11-04

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineService à la clientèle
Expérience2 an(s) et plus
Heures par semaine37.5
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCIRE, CSC, CPH
Avantages mentionnésHoraire flexible, Prime de rendement, Actions ou participation, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

RBC Dominion Securities Inc.

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.

Abonnés LinkedIn
55 794
Personnes associées sur LinkedIn
6 107
Bureaux déclarés
  • 155 Wellington Street West, Toronto, ON M5V 3K7, CA
Autres noms enregistrés
  • RBC Dominion Securities
Spécialités
  • Investing and Portfolio Management
  • Estate Planning
  • Retirement Planning
  • Business Financial Planning
  • Not-For-Profit Organizations
  • and High-Net-Worth Portfolios
Le profil indique une agence de recrutement
Non

At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and…

ChampValeur
SecteurInvestment Management
Taille5,001-10,000 employees
Siège socialToronto, ON
Type d’organisationPublic Company
Fondée en1901
SpécialitésInvesting and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios
Offres sur Jobsy132
LinkedInVoir la page
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 West Vancouver, is looking for 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?

  • Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
  • Monitors private banking business performance and market conditions when implementing new private banking services.
  • Introduces products and services to high net worth clients.
  • Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
  • 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.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
  • 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

  • 2 to 3 years of securities industry experience
  • Canadian Investment Regulatory Exam (CIRE) and/or Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) completion
  • 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

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, 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 $38,000 - $48,000.


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:

250 15 ST:WEST VANCOUVER

City:

West Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-27

Application Deadline:

2026-11-15

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.

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