Finance & Banking Associate

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.

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

Responsibilities

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.

Requirements
Must Have

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

Nice to Have

Knowledge of RBC Dominion Securities’ systems and procedures

Experience in the securities industry

Benefits

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.

Job Skills

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

Job Details

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

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