Company Description

RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, serving individuals, families, businesses, and organizations for over a century. The firm is dedicated to delivering trusted investment advice, sound financial planning, and innovative wealth management solutions. With a commitment to empowering advisors, RBC Dominion Securities provides best-in-class tools and resources to help grow their practices.

Known for its client-first vision, the firm has earned a reputation for excellence in preserving and building wealth.

Role Description

We are seeking a dedicated Wealth Management Associate to join our team in downtown Vancouver. This is a full-time, on-site role where the successful candidate will support a growing senior portfolio manager and wealth advisor’s team in delivering superior client service.

Responsibilities include assisting with client portfolios, preparing financial plans, some investment research, monitoring market trends, and providing key administrative support. The Associate will also interact with clients, helping to address their inquiries and provide timely information to meet their wealth management needs.

Qualifications

- Solid written and spoken English communication skills
- Organized and detail oriented; Strong organizational skills with the ability to prioritize tasks effectively
- Be responsible to managing timelines and key dates to support exceptional client deliveries




- Ability to problem solve and work collaboratively to maintain exceptional client experience
- Transparent understanding of internal and regulatory requirements
- Detail-oriented with the ability to manage sensitive financial information responsibly
- Financial Planning and Finance expertise to assist in preparing client strategies and interpreting financial data.
- Demonstrated proficiency in the wealth management process
- Excellent Communication skills, including the ability to effectively engage with clients, internal and external partners and team members.
- Bachelor’s degree in Finance, Business, Economics, or a related field is required; Certified Financial Planner (CFP) or similar designation is an asset.
- Proficiency in financial software, reporting tools, and Microsoft Office Suite.
- Keen attention to detail and the ability to prioritize tasks in a fast-paced and shifting of priorities environment.
- RBC Dominion Securities experience an asset

Must-have
- 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

Nice-to-have
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry is an asset
- Insurance knowledge
- Financial planning knowledge
- Tax and estate planning knowledge

📌 Wealth Management Associate (Metro Vancouver)
🏢 RBC Dominion Securities
📍 Metro Vancouver