Wealth Management Associate

RBC Dominion Securities is seeking a full-time Wealth Management Associate in downtown Vancouver to support senior portfolio managers. This is an on-site role that prioritizes client-focused wealth management solutions.

As a Wealth Management Associate at RBC Dominion Securities, you will assist with financial strategy development, manage client portfolios, and prepare proposals for clients. This role requires strong communication skills to foster trusted client relationships and effective collaboration with internal teams. Your attention to detail and organizational skills will be critical in a fast-paced, client-centric environment.

Key Responsibilities:

• Support senior managers in wealth management solutions

• Prepare proposals and develop customized financial strategies

• Manage client portfolios and respond to inquiries

• Coordinate client meeting preparations and ongoing servicing

• Ensure compliance with regulatory and firm policies

Requirements:

• Relevant education in finance, economics, or business

• Excellent communication skills, both verbal and written

• Strong attention to detail and organizational abilities

• Familiarity with financial software and Microsoft Office

• Commitment to ethical conduct and regulatory compliance

Bring your financial planning expertise and client-focused mindset to RBC Dominion Securities.
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