Associate

RBC Dominion Securities is Canadas leading full-service investment and wealth management firm and is backed by Canadas 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 SW Marine Drive branch located in Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team. To provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams.

• Help establish meeting agenda; assemble documents, key notes, and discussion points for advisory team; execute post-meeting work
• Provide proactive client service with a focus on problem resolution and attention to details and assist with client onboarding.
• Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.) and ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements (account opening, KYC updates, re-orgs, FATCA, W8-BEN, etc.)
• Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires.
• Manage all tax communication / work with clients and accountants.
• Support advisory team with marketing material and social media updates
• Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.

• Canadian Securities Course (CSC), Conduct & Practices Handbook CPH, and 30-day training (i.e., holds Investment Representative license with IIROC) or willing to obtain within 12 months of employment
• Strong organizational and communication skills
• Comfortable using Microsoft Word, Excel, Outlook, and WebEx
• Bilingual in Cantonese/Mandarin

• 2 to 4 years of administrative experience preferably in wealth management, banking or insurance

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 which include competitive compensation and flexible benefits
• 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
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The expected base salary range for this particular position is $37,500 - $45,000 -- depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBCs 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 RBCs high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

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