Associate

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Victoria is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Client Service & Operations

• Manage client experience for assigned household portfolio by answering inquiries, addressing concerns, and executing or delegating requests
• Execute cash flow processes including wires, deposits, withdrawals, RIFs, EFTs, and fee management
• Complete recurring administrative work such as tracking client ages for RSP-to-RIF conversions, unlocking LIRAs, and generating gains/loss reports
• Manage RSP/TFSA/RIF/RESP processes, including client communications and withdrawal processing
• Execute new client onboarding (documentation, transfers, online access setup, welcome calls)
• Complete account closing and fee processes
• Prepare meeting prep materials, and supporting documentation
• Confirm client meeting details and ensure proper meeting logistics
• Execute post-meeting tasks and follow-up items
• Support estate settlement and client tax reporting processes

General Administration

• Manage digital client experience including eStatements, WMOnline, and banking information updates
• Complete operational tasks, W8-Ben forms, and account updates
• Maintain household structures
• Provide backup support during vacations, illness, and busy periods

Team Expectations

• Putting clients first in all interactions
• Demonstrating collaboration and teamwork
• Following documented team processes and checklists
• Supporting team members during peak periods

What do you need to succeed?

Must-have

• Proactivity and ability to anticipate client and team needs
• Strong attention to detail
• Excellent time management and prioritization abilities
• Clear verbal and written communication skills
• Proficiency with firm technology tools and systems
• Canadian Investment Regulatory Exam, CIRE

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 which include competitive compensation and flexible benefits
• 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
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

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

Additional Job Details

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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.

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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.