Associate

Job summary

Provide administrative and concierge-level support to an investment advisory team, including coordinating client meetings, responding to inquiries, and managing communications. Support client onboarding, maintain accurate compliant records, liaise with internal departments, and help update the team’s communication channels.

Job details

Job Description 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 branch located in Vancouver Royal Center is looking for an Associate to provide concierge level administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. What will you do? Daily administrative support to the Advisor and their team Coordinate and prepare meetings for your Advisor with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary. Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.). Coordinate the steps and processes for new client onboarding. Help manage incoming communications from clients. Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems. Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters. All other administrative duties as required What do you need to succeed? Must-have Exceptional verbal and written communication in both English and Mandarin Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or Canadian Investment Regulatory Exam, CIRE High level of time management and organization skills Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients Strong Microsoft Office Suite skills Comfortable performing administrative duties in a fast-paced environment Nice-to-have Knowledge of RBC Dominion Securities’ systems and procedures 1-3 years’ experience in the securities industry is an asset What’s in it for you? We thrive on the challenge to be our best, continue learning to keep growing, and working together to deliver trusted advice to help our clients thrive. 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 which includes competitive compensation and flexible benefits Leaders who support your development through coaching and managing opportunities Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients 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 $40,000 - $50,000. 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: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City: Vancouver Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-06 Application Deadline: 2026-10-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

What you’ll do

Provide administrative and concierge-level support to an investment advisory team, including coordinating client meetings, responding to inquiries, and managing communications. Support client onboarding, maintain accurate compliant records, liaise with internal departments, and help update the team’s communication channels.

Requirements

Requires exceptional written and verbal communication in English and Mandarin, completion of the Canadian Securities Course and Conduct & Practices Handbook or the Canadian Investment Regulatory Exam, and strong organizational and time-management skills. Candidates should demonstrate professional, friendly client service, strong Microsoft Office skills, and comfort working in a fast-paced administrative role; securities-industry experience and familiarity with RBC systems are assets.

Benefits

• Flexible Benefits
• Coaching and Development Opportunities
• Collaborative Work Environment
• Challenging Work
• Opportunities to Build Client Relationships

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Client Onboarding · Preferred
• written communication · Preferred
• Organization · Preferred
• Administrative Support · Preferred
• Account Management · Preferred
• Decision Making · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Verbal Communication
• Written Communication
• Mandarin
• Time Management
• Organization
• Client Service
• Problem Resolution
• Microsoft Office
• Administrative Support
• Meeting Coordination
• Client Onboarding
• Account Management
• Financial Regulation
• Interpersonal Relationships
• Decision Making
• Investment Risk Management

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support

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