Overview The RBC Dominion Securities Chilliwack branch is currently seeking a licensed Associate or unlicensed Administrative Assistant to assist an established Private Investment Management (PIM) team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team environment. Responsibilities Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary Follow-up on client trades to ensure proper settlement and delivery Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications Review portfolios regularly and re-balance them with guidance from Portfolio Manager/Investment Advisor Utilize contact management system for daily task management Respond to client account inquiries and remain accountable to follow up, as required Proactively contact clients to ensure accounts are accurate, up-to-date and compliant Provide world class client service to our valued clients Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.G., myGPS). Track progress and follow-up. Maintain audit of wealth management activities and priorities to inform recent opportunities with clients Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up Liaise with branch management team for updates on and progress with wealth management initiatives Qualifications Canadian Investment Regulatory Exam,



CIRE or willingness to complete Exceptional client service skills and experience Administrative experience preferably from another firm Nice-to-have Knowledge around Dominion Securities systems an asset Undergraduate degree The ideal candidate should have at least 2-4 years of experience in the investment field working as an assistant/associate Past experience with PIM trading execution What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible advantages, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, team-oriented, progressive, and high-performing team 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 $40,500 - $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 shareholder returns and above market shareholder value Job Skills Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details Address: 9296 MAIN ST: CHILLIWACK City: Chilliwack Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Prospect Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community: Stay in-the-know about great career opportunities at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.Rbc.Com #J-18808-Ljbffr

📌 Associate - $40,500 - $45,000 A Year (Chilliwack)
🏢 RBC Dominion Securities
📍 Chilliwack