Vancouver, British Columbia, Canada
9h ago

What is the opportunity?

The RBC Dominion Securities branch located downtown Vancouver, BC is looking for an Associate to join a top-performing Portfolio Management team.

The successful candidate will have outstanding communication skills, a commitment to providing top level client service, and a minimum of two years of experience in the investment industry.

What will you do?

  • Provide seamless service onboarding new clients
  • Investigate and resolve account-related inquiries
  • Follow up on client trades to ensure proper settlement and delivery
  • Maintain current knowledge of client accounts by reviewing daily activity and applicable reports
  • Utilize contact management system for daily task management and client record-keeping
  • Assist the Portfolio Manager in preparation for client meetings
  • Organize client meetings with Wealth Management specialists
  • Assist with projection analysis, portfolio modeling, and tax preparation
  • Administrative support
  • Deliver a consistently exceptional level of client service to a sophisticated clientele
  • What do you need to succeed?


  • At least two years of Associate experience in the wealth management industry
  • Excellent command of the English language, both verbal and written
  • Attention to detail and excellent time management
  • Exceptional client service skills
  • IIROC IR licensed, with successful completion of the CSC and CPH
  • Proficiency in Excel
  • Aptitude to learn internal programs and procedures quickly
  • Nice-to-have

  • Working knowledge of RBC Dominion Securities systems, procedures and policies
  • What’s in it for you?

  • The opportunity to expand your knowledge and skillset with a top-performing team
  • Ongoing coaching and training in a dynamic, fast-paced environment
  • A comprehensive Total Rewards Program including flexible benefits, competitive compensation, pension program, and employee share purchase plan
  • 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 have over 80,000 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 37 other countries. For more information, please visit .

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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.

    City : Vancouver

    Address : 945 Thurlow Street

    Work Hours / Week : 37.5

    Work Environment : Branch

    Employment Type : Permanent

    Career Level : Experienced Hire / Professional

    Pay Type : Salary + Variable Bonus

    Required Travel (%) : 0-25

    Exempt / Non-Exempt : N / A

    People Manager : No

    Application Deadline : 10 / 31 / 2019

    Ad Code(s) :

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