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At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Associate

What is this opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branches located in Maple Ridge and Langley are looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

What will you do?

• Review portfolios regularly and re-balance them with guidance from Portfolio Manager/Investment Advisor
• Proactively contact clients to ensure accounts are accurate, up-to-date and compliant
• 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
• Respond to client account inquiries and remain accountable to follow up, as required
• Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications
• Provide world class client service to our valued clients
• Utilize contact management system for daily task management
• Follow-up on client trades to ensure proper settlement and delivery

What do you need to succeed?

• Administrative experience
• Successful Completion of CSC/CPH, or willingness to complete within 6 months of start date
• Exceptional client service skills and experience

Nice-to-have

• Undergraduate degree
• Knowledge around Dominion Securities systems an asset
• The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate

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.

• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Leaders who support your development through coaching and managing opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Job Summary

Address:

MAPLE RIDGE, British Columbia, Canada

City:

CAN-BC-LANGLEY, CAN-BC-MAPLE RIDGE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-08-11

Application Deadline:

2023-09-02

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 rbc.com/careers.