Wealth Management Associate West Vancouver (Canada)

Wealth Management Associate West Vancouver (Canada)

02 Nov
|
Royal Bank of Canada
|
Canada

02 Nov

Royal Bank of Canada

Canada

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, strong 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
- Solid 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.

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

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