RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
What is the opportunity?
The RBC Dominion Securities Abbotsford branch is currently seeking a licensed Associate to assist a high performing Advisory team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team environment.
What will you do?
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary
Follow-up on client trades to ensure proper settlement and delivery
Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications
Review portfolios regularly and re-balance them with guidance from Portfolio Manager/Investment Advisor
Utilize contact management system for daily task management
Respond to client account inquiries and remain accountable to follow up, as required
Proactively contact clients to ensure accounts are accurate, up-to-date and compliant
Provide world class client service to our valued clients
Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., myGPS). Track progress and follow-up.
Maintain audit of wealth management activities and priorities to inform new opportunities with clients.
Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.
Liaise with branch management team for updates on and progress with wealth management initiatives
What do you need to succeed?
Successful completion of CSC/CPH
Exceptional client service skills and experience
Administrative experience preferably from another firm
Nice-to-have
Knowledge around Dominion Securities systems an asset
Undergraduate degree
The ideal candidate should have at least 2-4 years of experience in the investment field working as an assistant/associate
Past experience with PIM trading execution
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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
Compensation for this position (including salary and discretionary/variable incentive payments) 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.
The expected
base
salary range for this position is $37,500 - $45,000.
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:
2001 MCCALLUM RD:ABBOTSFORD
City:
Abbotsford
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-19
Application Deadline:
2025-10-12
Note
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I
nclusion
and Equal Opportunity Employment
At 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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Job Detail
Job Id
JD2793692
Industry
Not mentioned
Total Positions
1
Job Type:
Full Time
Salary:
Not mentioned
Employment Status
Permanent
Job Location
Abbotsford, BC, CA, Canada
Education
Not mentioned
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