11 Aug
|
RBC Dominion Securities
|
British Columbia
11 Aug
RBC Dominion Securities
British Columbia
Opportunity
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
Responsibilities
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.
Follow up on client trades to ensure proper settlement and delivery.
Qualifications – 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 in English
Qualifications – Nice‑to‑Have
Knowledge of RBC Dominion Securities’ systems and procedures
Experience in the securities industry is an asset
Perks
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
Compensation
The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.
Job Details
Address: 2626 CROYDON DR, SURREY
City: Surrey
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026‑06‑18
Application Deadline: 2026‑07‑10
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📌 Associate (British Columbia)
🏢 RBC Dominion Securities
📍 British Columbia