Royal Bank of Canada

Job Summary

Job Description

What is this opportunity?

RBC Dominion Securities Branch located in West Vancouver is looking for motivated individual to join an Investment Advisor Team as a licensed Associate. You will help in maintaining, developing, and growing the business by providing exceptional and efficient service by taking care of administrative duties related to client accounts and responding to client inquiries.

What will you do?

• Prepare and execute on client documentation for account opening.
• Follow up on documentation with clients or back office as required.
• Assist clients with online access and ensure their onboarding experience is paramount.
• Investigate & resolve client inquiries as well as complaints related to accounts.
• Maintain accurate client records and make notes on all client communications with the team.
• Prepare client review packages and manage all required client communication.
• Maintain website content, marketing campaigns, client communication campaigns, client events, client appreciation.

What do you need to succeed?

Must-have

• CSI Canadian Securities Course/CSI Conduct and Practices strongly preferred.
• A desire to be part of a collaborative team that pursues excellence through continuous learning and improvement.
• Batteries included. Self-starter with the ability to manage work and deadlines based on priorities.
• Proactive communication that is clear and concise.
• Detail orientated and accurate.
• Recognize the value of systems and processes and participate in their innovation and improvement.
• Exceptional interpersonal and client service skills in person and over the phone.
• Ability to integrate the digital world into all facets of the role and interactions with clients.
• Excellent command of the English language, strong written and oral English skills, with accurate grammar.

Nice-to-have

• University degree is an asset but not required.
• Experience in the financial industry as an asset but not required.
• Handbook Course is an asset.

What’s in it for you?

• Work on a dynamic, collaborative, high-performing team.
• Opportunity to make a difference and lasting impact.
• A comprehensive training program in financial services
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $37,500 - $45,000.

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

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

1300 MARINE DR, FLOOR 2:WEST VANCOUVER

City:

WEST VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-19

Application Deadline:

2025-07-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

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