Finance & Banking Associate, Banking & Finance

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. The Chilliwack branch is seeking a client‑service specialist who resolves private banking deals, ensures compliance with banking laws, and applies essential financial principles.

You will provide quality client service and deepen relationships with existing clients through efficient support to both clients and the Advisor Team.

• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to detail; liaise with various departments for execution where necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• 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.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements; maintain complete and up‑to‑date client files within appropriate systems.
• Follow up on client trades to ensure proper settlement and delivery.

• Canadian Investment Regulatory Exam, CIRE or CFA I (preferred)
• Strong Microsoft Office Suite skills
• High level of time‑management and organization skills
• Demonstrated skills in providing world‑class client service that appears professional, warm and friendly
• Exceptional verbal and written communication skills

• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry

• A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable
• Leadership support through coaching and management opportunities
• Opportunity to make a lasting impact and contribution
• Collaboration within a dynamic, high‑performing team
• Challenging work and progressive accountability
• Access to diverse job opportunities across business and geographies

Compensation for this position (including salary and discretionary/variable incentive payments) will be based on experience, skills, registration status, performance, and business needs.

The expected base salary range for this position is $40,000 - $50,000
. This role may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

• Account Management
• Client Service
• Collaboration
• Critical Thinking
• Customer Success
• Decision Making
• Financial Regulation
• Group Problem Solving
• Interpersonal Relationships
• Investment Risk Management Proactive Behavior
• Time Management
• Wealth Management

• Location:
  
  9296 Main St, Chilliwack, Canada
• Work hours per week: 37.5
• Employment type:
  
  Full time
• Platform:
  Wealth Management
• Job type:
  Regular
• Pay type:
  
  Salaried
• Posted date: 2026‑05‑13
• Final date to receive applications: 2026‑06‑03