Senior Associate

RBC Dominion Securities is a leading wealth management firm seeking a Senior Associate to join their Vancouver Royal Centre branch.

As a Senior Associate, you will provide exceptional service and support to clients and the Advisor team, helping to deepen existing relationships and welcome new clients.

Key responsibilities include:

• Maintaining existing client accounts and identifying opportunities to contact clients
• Responding to client inquiries in a timely and efficient manner
• Providing proactive client service and resolving problems effectively
• Managing incoming communications from clients, Advisors, and internal partners
• Assisting the Advisor team in welcoming and onboarding new clients
• Coordinating and preparing meetings for Advisors with clients/prospects
• Ensuring client files and documentation are accurate, up-to-date, and compliant
• Updating the team's communication channels, including websites, LinkedIn, and Facebook
• Following up on client trades to ensure proper settlement and delivery
• Supporting the Advisor team and client through the Wealth Management process

Requirements:

• Canadian Investment Regulatory Exam (CIRE)
• Minimum 2 years of experience with a CIRO firm
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High-quality time management and organization skills
• Demonstrated skills in providing world-class client service
• Exceptional verbal and written communication skills in English
• Experience in the Wealth Management or Banking industry

Nice-to-haves:

• Knowledge of RBC Dominion Securities' systems and procedures

Benefits:

• 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
• Opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• World-class training program in financial services

The expected base salary range for this position is $40,000 - $50,000, with a discretionary/variable incentive payment up to 1.0x - 1.5x base salary.