Associate Wealth Management

Opportunity: RBC Dominion Securities is a relationship‑focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

Associate – White Rock, BC branch.

• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Respond to client inquiries in an understanding and time‑efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Tap into your superior problem‑resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up‑to‑date and compliant.

• Canadian Investment Regulatory Exam, CIRE
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High quality 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 skills in English

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

• 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
• Work in a dynamic, collaborative, progressive, and high‑performing team
• A world‑class training program in financial services

Base salary range: $40,000 - $45,000 per year.

Eligibility for discretionary/variable incentive payment up to 1.0x base salary.

Client Service, Collaboration, Communication, Office Administration, Teamwork, Time Management, Wealth Management

Address: 2626 CROYDON DR: SURREY

City:
Surrey

Country:
Canada

Work hours:

37.5 per week

Employment Type:

Full time

Pay Type:

Salaried

Platform: WEALTH MANAGEMENT

Job Type: Regular

Posted Date:

Final date to receive applications: