Client Experience Associate

Location: Cranbrook

Job Description

What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are looking for a resourceful and collaborative individual to join our leading wealth management firm as a Client Experience  this role, you will enhance the client experience by providing personalized, tailored, and relationship-focused support. You'll execute client service activities, manage key administrative tasks, and coordinate with our Advisor team to ensure every client interaction reinforces their confidence in our firm.

Your attention to detail and proactive approach will be essential to helping our team maintain strong client relationships and deliver exceptional service.
What will you do?

Execute activities and continuous client contact as per Advisor's business plan, client service plan, and review schedule

Update client information in the team's contact management system and maintain a record of client details, interactions, meeting notes, and identified opportunities for follow-up

Coordinate meetings for advisors with their clients and prospects—handle logistics, prepare meeting room, welcome clients, and execute post-meeting tasks

Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.)

Maintain existing client accounts and identify opportunities to contact clients; manage timelines and key dates for accounts

Process expense reports and invoices; order office supplies

Coordinate with advisor any client events; manage invitations and logistics, RSVPs, event execution, and follow-up

What do you need to succeed?
Must-have

Strong skills in working with various business applications/technology

High level of time management and organization 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 in English

Nice-to-have

Canadian Investment Regulatory Exam, CIRE

Knowledge of RBC Dominion Securities’ systems and procedures

Experience in the securities industry is an asset

What’s in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual.

You will also benefit from:

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

An opportunity to make a difference and have a lasting impact on the lives of others

The chance to work in a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services

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 $40,000 - $45,000.This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x 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:

Drives RBC’s high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable…