Associate Wealth Management

RBC Dominion Securities; West Vancouver; On-site; CAD 37,000 - 50,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their Investment Advisor Team as a licensed Associate. This role involves providing exceptional service to clients, managing administrative duties, and ensuring a seamless onboarding experience. You'll be part of a dynamic team that values collaboration and continuous improvement, with opportunities for professional growth and a comprehensive training program in financial services. If you're detail-oriented, proactive, and possess exceptional communication skills, this position offers a chance to make a meaningful impact in the financial industry.

Benefits

Comprehensive training program

Competitive compensation

Flexible benefits

Bonuses

Stock options

Qualifications

• Strong interpersonal and client service skills required.
• Detail-oriented with proactive communication abilities.

Responsibilities

• Assist clients with account documentation and inquiries.
• Maintain accurate client records and manage communications.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Interpersonal Relationships

Investment Risk Management

Education

CSI Canadian Securities Course

University degree

Job description

Job Summary

Job Description

What is this opportunity?

RBC Dominion Securities Branch located in West Vancouver is looking for motivated individual to join an Investment Advisor Team as a licensed Associate. You will help in maintaining, developing, and growing the business by providing exceptional and efficient service by taking care of administrative duties related to client accounts and responding to client inquiries.

What will you do?

1. Prepare and execute on client documentation for account opening.
2. Follow up on documentation with clients or back office as required.
3. Assist clients with online access and ensure their onboarding experience is paramount.
4. Investigate & resolve client inquiries as well as complaints related to accounts.
5. Maintain accurate client records and make notes on all client communications with the team.
6. Prepare client review packages and manage all required client communication.
7. Maintain website content, marketing campaigns, client communication campaigns, client events, client appreciation.

What do you need to succeed?

Must-have

1. CSI Canadian Securities Course/CSI Conduct and Practices strongly preferred.
2. A desire to be part of a collaborative team that pursues excellence through continuous learning and improvement.
3. Batteries included. Self-starter with the ability to manage work and deadlines based on priorities.
4. Proactive communication that is clear and concise.
5. Detail oriented and accurate.
6. Recognize the value of systems and processes and participate in their innovation and improvement.
7. Exceptional interpersonal and client service skills in person and over the phone.
8. Ability to integrate the digital world into all facets of the role and interactions with clients.
9. Excellent command of the English language, strong written and oral English skills, with accurate grammar.

Nice-to-have

1. University degree is an asset but not required.
2. Experience in the financial industry as an asset but not required.
3. Handbook Course is an asset.

What’s in it for you?

1. Work on a dynamic, collaborative, high-performing team.
2. Opportunity to make a difference and lasting impact.
3. A comprehensive training program in financial services.
4. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

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 - $50,000].

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x 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:

1. Drives RBC’s high-performance culture.
2. Enables collective achievement of our strategic goals.
3. 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: 2025-02-03

Application Deadline: 2025-04-26

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

Inclusion 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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