Client Experience & Wealth Associate

rbc; Vancouver; On-site; CAD 38,000 - 50,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options

Job summary

RBC Dominion Securities, downtown Vancouver, is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team. This role emphasizes building strong client relationships and coordinating wealth management activities.

You will enhance the client experience from onboarding to year‑round contact, coordinate wealth management and review meetings, and respond to client inquiries while supporting Advisors and maintaining accurate communications

Qualifications

• Strong Microsoft Office Suite skills.
• World-class client service delivered professionally and warmly.
• Exceptional verbal and written English communication.
• Minimum of 2 years of securities industry experience.

Responsibilities

• Enhance the client experience from onboarding to year-round contacts with the team’s service plan.
• Coordinate and prepare Wealth Management and review meetings for Advisors with clients/prospects.
• Provide proactive client service with problem resolution and attention to detail; liaise with departments as needed.
• Respond to client inquiries regarding account transactions, tax receipts, and reporting.
• Manage incoming communications from clients, Advisors and partners; maintain timelines and dates.
• Update team communications channels (websites, LinkedIn, brochures, newsletters).
• Support Advisors and wealth management processes; audit Wealth Management activities and priorities.
• Assist the Advisor team with client onboarding.

Skills

Microsoft Office

World-class client service

Excellent communication (English)

Securities industry experience

Education

Minimum 2 years securities industry experience

Job description

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 Management

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City:

Vancouver Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT Job Type:

Regular Pay Type:

Salaried Posted Date:

2026-09-17

Application Deadline:

2026-11-29

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.