Associate

RBC; Abbotsford; On-site; CAD 37,000 - 45,000; Full time

Job summary

A leading financial services provider in Abbotsford is seeking a licensed Associate to assist a high-performing Advisory team. The successful candidate will excel in client service and thrive in a dynamic team environment. Responsibilities include maintaining client accounts, providing exceptional client experiences, and supporting the wealth management process. This full-time position offers a competitive salary range of $37,500 to $45,000.

Benefits

Comprehensive Total Rewards Program

Coaching and development opportunities

Dynamic team environment

Qualifications

• Minimum 2-4 years experience in the investment field.
• Administrative experience preferably from another firm.

Responsibilities

• Provide proactive client experience focusing on problem resolution.
• Maintain current knowledge of client accounts.
• Provide world-class client service.

Skills

Client service skills

Problem resolution

Attention to detail

Investment knowledge

Education

Successful completion of CSC/CPH

Undergraduate degree

Job description

Overview

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

What is the opportunity? The RBC Dominion Securities Abbotsford branch is currently seeking a licensed Associate to assist a high performing Advisory team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team environment.

What will you do?

• Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary
• Follow-up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications
• Review portfolios regularly and re-balance them with guidance from Portfolio Manager/Investment Advisor
• Utilize contact management system for daily task management
• Respond to client account inquiries and remain accountable to follow up, as required
• Proactively contact clients to ensure accounts are accurate, up-to-date and compliant
• Provide world class client service to our valued clients
• Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., myGPS). Track progress and follow-up.
• Maintain audit of wealth management activities and priorities to inform new opportunities with clients.
• Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.
• Liaise with branch management team for updates on and progress with wealth management initiatives

What do you need to succeed?

• Successful completion of CSC/CPH
• Exceptional client service skills and experience
• Administrative experience preferably from another firm

Nice-to-have

• Knowledge around Dominion Securities systems an asset
• Undergraduate degree
• The ideal candidate should have at least 2-4 years of experience in the investment field working as an assistant/associate
• Past experience with PIM trading execution

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

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 $37,500 - $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

Address: 2001 MCCALLUM RD: ABBOTSFORD

City: Abbotsford

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-19

Application Deadline: 2025-10-12

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At 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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