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 cutting-edge 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

- Strong written and spoken English communication skills
- Organized and detail oriented
- 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
- Clear understanding of internal and regulatory requirements
- 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

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