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RBC Dominion SecuritiesVerified Job Source

Associate

Provide concierge-level administrative support to an Advisory Team and handle professional servicing of client contacts via phone and email. Responsibilities include managing client accounts, preparing reviews, and monitoring trade settlements and transfers.

  • On-site
  • Vancouver, BC
  • Posted Aug 27, 2026
  • Apply by Sep 26, 2026
  • 1 position

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Job summary

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 downtown Thurlow branch 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? Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners Support the Investment Advisors in general administrative duties in the management of client accounts Support the Investment Advisors in the preparation of client reviews and presentations Request information and documentation from clients in order to open accounts and keep client files up to date Follow up on client trades to ensure proper settlement and delivery Monitor all pending transfers to ensure completion on a timely basis What do you need to succeed? Must-have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) OR Canadian Investment Regulatory Exam (CIRE) Strong Microsoft Office Suite skills Meticulous attention to detail and excellent time management skills Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients Exceptional verbal and written communication skills in English Nice-to-have Knowledge of RBC Dominion Securities’ systems and procedures, an asset Minimum of 2 years of experience in securities industry Enthusiastic, committed, and entrepreneurial spirit 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 A world-class training program in financial services 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 $38,000 - $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: 745 THURLOW ST: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: 2026-08-26 Application Deadline: 2026-09-14 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 concierge-level administrative support to an Advisory Team and handle professional servicing of client contacts via phone and email. Responsibilities include managing client accounts, preparing reviews, and monitoring trade settlements and transfers.

Requirements

Candidates must hold the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or the Canadian Investment Regulatory Exam (CIRE). Strong Microsoft Office skills and a commitment to world-class client service are essential.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock options • Coaching and development • Training program

Listed skills

  • Time managementPreferred
  • Customer servicePreferred
  • written communicationPreferred
  • Account ManagementPreferred
  • Decision MakingPreferred
  • Microsoft Office SuitePreferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Account Management
  • Customer Success
  • Decision Making
  • Financial Regulation
  • Group Problem Solving
  • Interpersonal Relationships
  • Investment Risk Management
  • Microsoft Office Suite
  • Time Management
  • Client Service
  • Written Communication
  • Verbal Communication

Job areas

  • Finance & Accounting
  • Administrative
  • Customer Service & Support

Additional details

Minimum education
Professional degree
Minimum experience
2+ years
Apply by
Sep 26, 2026
Posting language
English
Working hours
38 hours per week
Seniority
Not Applicable