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Détails du poste

Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, dedicated to earning the right to be clients’ first choice for wealth management services. For over a century, the firm has supported individuals, families, businesses, charitable foundations, and organizations in building and preserving their wealth through sound financial planning and trusted investment advice. Advisors benefit from best-in-class tools, resources, and support designed to help them scale and grow their practice. RBC Dominion Securities emphasizes a client-focused culture, long-term relationships, and comprehensive wealth management solutions in both English and French. The firm operates within the broader RBC group, offering strong stability, a respected brand, and clear professional development opportunities for team members. Role Description The Wealth Associate at RBC Dominion Securities provides day-to-day support to one or more Advisory teams, ensuring an efficient and client-focused wealth management practice. This full-time, on-site role, located in the Greater Vancouver Metropolitan Area, involves managing client documentation, preparing account opening and transfer forms, and supporting the implementation of financial plans and investment strategies. The Wealth Associate responds to client inquiries, coordinates meetings, prepares reports and presentations, and maintains accurate client records in internal systems. The role also includes monitoring accounts for follow-up actions, assisting with trade-related administration under advisor direction, and ensuring compliance with firm policies and regulatory requirements. Collaboration with advisors and other internal partners is essential to deliver a high standard of service and a seamless client experience. Qualifications Demonstrated knowledge and experience in Finance and Investments, with the ability to understand portfolios, markets, and fundamental investment concepts. Foundational skills in Financial Planning, including supporting the preparation and administration of client financial plans. Strong Analytical Skills to interpret client information, identify discrepancies, and support accurate reporting and documentation. Excellent Communication skills, both written and verbal, to interact professionally with clients, advisors, and internal teams. Post-secondary education in finance, business, economics, or a related field; relevant industry courses or licenses (e.g., CSC, CPH, or equivalent) are an asset. High attention to detail, strong organizational skills, and the ability to handle multiple priorities in a fast-paced environment. Proficiency with standard office software and CRM or wealth management platforms; comfort learning new systems and tools. Commitment to ethical conduct, client confidentiality, and adherence to regulatory and compliance requirements.

Ce que vous ferez

The Wealth Associate provides day-to-day operational support to advisory teams, managing client documentation and account administration. They are responsible for coordinating meetings, preparing financial reports, and ensuring compliance with regulatory requirements.

Exigences

Candidates should have post-secondary education in finance, business, or economics, with industry licenses like CSC or CPH being an asset. Strong analytical skills and proficiency in wealth management platforms are required to support investment strategies.

Compétences indiquées

• Communication · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Finance
• Investments
• Financial Planning
• Analytical Skills
• Communication
• Client Relationship Management
• Account Administration
• Compliance
• Organizational Skills
• CRM Platforms
• Wealth Management
• Reporting

Domaines d’emploi

• Finance & Accounting
• Sales
• Administrative
• Consulting
• Customer Service & Support