What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our team-oriented, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

Job Description
What is the opportunity?

RBC 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 Victoria 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.

Client Service & Operations

Manage client experience for assigned household portfolio by answering inquiries, addressing concerns, and executing or delegating requests

Execute cash flow processes including wires, deposits, withdrawals, RIFs, EFTs, and fee management

Complete recurring administrative work such as tracking client ages for RSP-to-RIF conversions, unlocking LIRAs, and generating gains/loss reports

Manage RSP/TFSA/RIF/RESP processes, including client communications and withdrawal processing

Execute new client onboarding (documentation, transfers, online access setup, welcome calls)

Complete account closing and fee processes





Prepare meeting prep materials, and supporting documentation

Confirm client meeting details and ensure proper meeting logistics

Execute post-meeting tasks and follow-up items

Support estate settlement and client tax reporting processes

General Administration

Manage digital client experience including eStatements, WMOnline, and banking information updates

Complete operational tasks, W8-Ben forms, and account updates

Maintain household structures

Provide backup support during vacations, illness, and busy periods

Team Expectations

Putting clients first in all interactions

Demonstrating collaboration and teamwork

Following documented team processes and checklists

Supporting team members during peak periods

What do you need to succeed?
Must-have

Proactivity and ability to anticipate client and team needs

Strong attention to detail

Excellent time management and prioritization abilities

Clear verbal and written communication skills

Proficiency with firm technology tools and systems

Canadian Investment Regulatory Exam, CIRE

What’s in it for you?

A comprehensive Total Rewards Program which include competitive compensation and flexible benefits

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to do challenging work

Opportunities to building close relationships with clients





The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, 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.

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 culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details
Address
730 VIEW ST:VICTORIA

City
Victoria

Country
Canada

Work hours/week
37.5

Employment Type
Full time

Platform
WEALTH MANAGEMENT

Job Type
Regular

Pay Type
Salaried

Posted Date
2026-10-02

Application Deadline
2026-10-18

Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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📌 Associate (British Columbia)
🏢 RBC Dominion Securities
📍 British Columbia