- Salary
- $60k – $85k
- Location
- VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER, Canada
- Type
- Full-time
- Seniority
- Entry
- Experience
- 3+ years
- Closing date
- Today
- Source
- Workday
Description
Job Description
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
What is the opportunity?
The RBC Dominion Securities downtown Vancouver branch is seeking a self-directed, highly adaptable knowledge specialist to join one of the branch’s top-performing teams. You will work directly with an experienced wealth management team who delivers exceptional service to deepen client relationships and drive business growth.
Our team prioritizes simplicity, transparency, and collaboration, valuing diverse perspectives and supporting your personal development. You will gain real growth potential learning from industry experts in a complex wealth management environment, with opportunities to lead based on your expertise.
What’s in it for you?
We thrive on the challenge to be our best, to think progressively, to keep growing, and to work together. We deliver trusted advice that helps our clients thrive and communities prosper. We care about each other and collectively work hard to reach our team’s true potential.
As a member of our team:
- You will receive a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and stock participation where applicable
- You will have the opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
- You will be provided with Work-Life flexibility (including flexible vacation time) and a team culture that values well-being
- You will be a trusted team member to our clients and their families - someone who understands complexity, thrives in a respectful and collaborative environment, and proactively takes ownership of client outcomes.
- Your voice will be a valuable part in helping our team succeed
- Your career and personal growth matter; we want to help you develop and build towards your long-term goals
What will you do:
Client Impact
- You will be a primary point of contact for our 65-70 client households, delivering proactive advice and solving real-life problems to help foster meaningful client relationships
- Facilitate and coordinate client meetings and events - from agenda setting and documentation preparation to post-meeting follow-up and execution
- Resolve client account inquiries with urgency and ownership; manage follow-ups to completion
Relationship & Business Growth
- Identify opportunities for asset consolidation, referrals, and new client acquisition across the business
- Nurture and manage valuable relationships with Centers of Influence (COIs) - accountants, lawyers, and other RBC partners
Operational Excellence
- Coordinate with internal Wealth Management specialists to support clients throughout the financial planning and estate planning processes
- Demonstrate advanced proficiency with Salesforce, Excel, and other proprietary business applications
What you need to succeed:
Must-haves
- 3+ years of experience in the investment/wealth management industry in an advisory or client-facing role
- Registered Representative (RR) approval with CIRO or equivalent registration
- Exceptional verbal and written communication skills - you communicate clearly over the phone, in writing, and in client meetings
- Strong organizational skills with meticulous attention to detail
- Ability to multi-task, shift priorities mid-stream, and thrive in a dynamic environment
- Demonstrated ability to work collaboratively as part of a team
The expected pay range for the above position is $60,000 - $85,000 depending on factors including but not limited to the candidate’s experience, skills, registration status, market conditions, and business needs. This position may be eligible to receive discretionary/variable payments/benefits in addition to the pay range.
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.