Wealth Management Associate
Calgary, Alberta, Canada
2 months ago

What is the opportunity?

RBC Dominion Securities Branch located in Downtown Calgary is looking for an Associate to join a growing team as a Wealth Management and Client Service coordinator by providing clients exceptional service in an efficient and professional manner.

The ideal candidate should have a strong service and financial planning background and a passion for Wealth Management.

What will you do?

  • Responsible for handling all client communications.
  • Preparing for client meetings and follow-up.
  • Responsible for team’s Service Plan.
  • Assist with marketing (website maintenance, assisting with events and responsible for marketing material).
  • Coordinating with Wealth Management Partners / Specialists.
  • Maintaining referrals and client management systems.
  • Sending out market commentary.
  • Completing special mailings such as promotional mailings, Christmas cards, client letters, etc.
  • Scanning & Filing of Client Documents and Meeting Notes into Client Electronic Files.
  • Assisting with client on-boardings.
  • Assisting other team members with administration.
  • What do you need to succeed?


  • The ideal candidate will have a strong service background.
  • The ideal candidate will have the CFP designation or working towards it.
  • Excellent command of English language and telephone manner.
  • Exceptional client service skills.
  • Attention for detail.
  • Ability to successfully multi-task and change priorities mid-stream, as required.
  • Excellent team player.
  • Can-do attitude.
  • Strong organizational skills.
  • Strong Microsoft Office skills (Work, Excel and PowerPoint).
  • Nice-to-have

  • Knowledge around Dominion Securities systems an asset.
  • Canadian Securities Course ( CSC ) & Conduct & Practices Handbook Exam ( CPH ) are required for licensing.
  • Undergraduate Degree.
  • CFP Designation.
  • 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
  • About RBC

    Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization.

    We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

    We employ approximately 78,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S.

    and 39 other countries.

    For more information, please visit rbc.com.

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    Inclusion and Equal Opportunity Employment

    RBC is an equal opportunity employer committed to diversity and inclusion.

    We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal / Native American status or any other legally-protected factors.

    Disability-related accommodations during the application process are available upon request.

    Work Hours / Week : 37.5

    Work Environment : Office

    Employment Type : Permanent

    Career Level : Entry Level

    Required Travel (%) : 0

    Exempt / Non-Exempt : N / A

    People Manager : No

    Application Deadline : 06 / 30 / 2018

    Posting Notes :

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