Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, dedicated to earning the right to be clients’ first choice for wealth management services. For over a century, the firm has supported individuals, families, businesses, charitable foundations, and organizations in building and preserving wealth through disciplined financial planning and trusted investment advice. RBC Dominion Securities invests in its business to provide advisors and their teams with best-in-class tools, resources, and support to help them grow and scale their practices.

The firm offers comprehensive and integrated wealth management solutions designed to meet diverse client needs. Team members join a culture focused on professionalism, client service excellence, and continuous improvement.

Role Description The Wealth Associate at RBC Dominion Securities provides dedicated support a Senior Portfolio Manager/Wealth Advisor in Downtown Vancouver Area. This full-time, on-site role involves preparing and processing client documentation, maintaining account records, and ensuring all client information is accurate and compliant with firm and regulatory standards.

The Wealth

Associate responds to client inquiries, coordinates meetings, and helps deliver proactive, high-quality service that supports long-term client relationships. Day-to-day responsibilities include assisting with financial planning presentations, compiling investment reports, monitoring client portfolios for follow-up actions,



and supporting the execution of investment transactions under the guidance of the advisory team. The role also includes collaborating with internal partners, contributing to operational efficiency, and helping implement service and business development initiatives.

Qualifications

Strong foundation in Finance and Investments, with the ability to understand market concepts and wealth management products.

Experience or education in Financial Planning, including comfort working with financial plans, proposals, and client wealth strategies.

Excellent verbal and written English Communication skills, with the ability to interact professionally with clients and internal partners in a clear and respectful manner.

Robust Analytical Skills, including attention to detail, data accuracy, and the ability to interpret reports and client information.

Post-secondary education in finance, business, economics, or a related field; industry designations (e.g., CFP, CIM, CSC) are an asset.

Proficiency with office productivity tools and CRM systems; ability to learn new wealth management platforms quickly.

Demonstrated client service orientation, discretion with sensitive information, and commitment to regulatory and compliance standards.

Capacity to work collaboratively within a team, manage multiple priorities, and maintain accuracy in a quick-paced environment.

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

Interest in business developement

📌 RBC Dominion Securities - Wealth Associate (Vancouver)
🏢 RBC Dominion Securities
📍 Vancouver