Wealth Management Associate West Vancouver (British Columbia)

Wealth Management Associate West Vancouver (British Columbia)

02 Nov
|
Royal Bank of Canada
|
British Columbia

02 Nov

Royal Bank of Canada

British Columbia

Support wealth management clients in West Vancouver through relationship-focused service, account administration, and responsive communication at RBC Dominion Securities.
RBC Dominion Securities seeks an Associate for a successful Advisory Team in West Vancouver. You will provide administrative support, deepen existing client relationships, and help clients navigate ongoing wealth management activities. The position requires securities industry experience, solid organization, and professional communication.
Key Responsibilities: Maintain existing client accounts and manage key account dates
Respond efficiently to transactions, requests, documentation, and reporting inquiries
Support client onboarding and the Wealth Management process




Follow up on client trades for proper settlement
Maintain accurate, compliant client files and activity audits
Requirements: Two to three years of securities industry experience
Completion of CIRE and/or CSC and CPH courses
Strong Microsoft Office Suite and business application skills
Excellent time management, organization, and communication skills
Professional, warm, and friendly client service approach
Bring securities experience, client service, and organized account support to RBC Dominion Securities’ West Vancouver Advisory Team.

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📌 Wealth Management Associate West Vancouver (British Columbia)
🏢 Royal Bank of Canada
📍 British Columbia

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