Associate - C$40,000 - C$50,000 A Year (Winnipeg)

Associate - C$40,000 - C$50,000 A Year (Winnipeg)

23 Sep
|
RBC Dominion Securities
|
Winnipeg

23 Sep

RBC Dominion Securities

Winnipeg

Job DescriptionRBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities branch located in Vancouver Royal Centre is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.What will you do?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.Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.Follow up on client trades to ensure proper settlement and delivery.Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.What do you need to succeed?Must-haveCanadian Investment Regulatory Exam, CIREMinimum 2 years experience with CIRO firm.Strong skills working with business applications/technology, including Microsoft Office SuiteHigh quality time management and organization skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsExceptional verbal and written communication skills in English.Experience in the Wealth Management or Banking industry.Nice-to-haveKnowledge of RBC Dominion Securities’ systems and proceduresWhat’s in it for you?A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation,



commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAn opportunity to make a difference and have a lasting impact on the lives of othersWork in a dynamic, collaborative, progressive, and high-performing teamThe chance to work in a energetic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesCompensationThe expected base salary range for this position is $40,000 - $50,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x - 1.5x base salary.Compensation for this position 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.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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsAccount ManagementCustomer SuccessDecision MakingFinancial RegulationGroup Problem SolvingInterpersonal RelationshipsInvestment Risk ManagementAdditional Job DetailsAddress: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity: VancouverCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-05-29Application Deadline: 2026-06-22#J-18808-Ljbffr

📌 Associate - C$40,000 - C$50,000 A Year (Winnipeg)
🏢 RBC Dominion Securities
📍 Winnipeg

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