Publié il y a 2 mois
Client Experience & Wealth Associate
@ RBC Dominion Securities Inc.
Vancouver, Colombie-Britannique
En bref
RBC Dominion Securities is hiring a Client Experience & Wealth Associate for its downtown Vancouver branch to support a high-performing advisory team. The role covers client onboarding through year-round contact, meeting preparation, client inquiries and team communications. The posting states a base salary of $38,000 to $50,000, a discretionary incentive up to 1.0x base, and 37.5 hours per week.
Responsabilités :
- Coordinate and prepare Wealth Management and review meetings for advisors
- Manage client onboarding and year-round client contact
- Respond to client inquiries on accounts, tax receipts and reporting
- Maintain client accounts and manage key dates and timelines
- Update team websites, social media, brochures and newsletters
Résumé des exigences :
- Minimum 2 years of experience in securities industry
- Strong Microsoft Office Suite skills
- World-class, professional and warm client service
- Exceptional verbal and written communication in English
- Knowledge of RBC Dominion Securities systems an asset
Outils et compétences
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-09-16
- Première détection par notre source
- 2026-10-08
- 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
| Niveau | Intermédiaire |
| Domaine | Service à la clientèle |
| Expérience | 2 an(s) et plus |
| Heures par semaine | 37.5 |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Avantages mentionnés | Horaire 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…
| Champ | Valeur |
|---|---|
| Secteur | Investment Management |
| Taille | 5,001-10,000 employees |
| Siège social | Toronto, ON |
| Type d’organisation | Public Company |
| Fondée en | 1901 |
| Spécialités | Investing and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios |
| Offres sur Jobsy | 132 |
| Voir la page |
Job Description
What is the opportunity?
The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth 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 Wealth Management and review 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.).
- 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.
- 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.
- Assist the Advisor team with client onboarding.
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 experience in securities industry
Nice-to-have
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset
- Highly-developed client service skills
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 - $50,000.
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 ManagementAdditional Job Details
Address:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:
VancouverCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-09-17Application Deadline:
2026-11-29Note: 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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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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