Ville : Vancouver

Catégorie : Customer Service | Client Advice | Sales

Industrie : Financial/Banking

Employeur : RBC

What is the opportunity?

The RBC Dominion Securities West Vancouver branch is currently seeking an Associate to join an established team, Eydt Wealth Partners. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team environment.

Be part of the Eydt Wealth Partners - a leading wealth management practice at RBC Dominion Securities, the number one asset management firm in Canada! Our approach to investing is intrinsically personal. To us, financial planning isn’t about money; it’s about people. We prioritize getting to know our clients’ financial vision so we can make personalized recommendations. This work provides the clarity, stability, and confidence required to spend without the fear of outliving your money. Simply put, our proven process allows clients to enjoy their money. Our team is a family. We’re tight-knit, supportive, and work closely and well together.

What will you do?

• Client meeting preparation
• Fulfill client inquiries
• Communicate with clients efficiently and professionally through phone and email
• Investigate and resolve inquiries related to accounts
• Manage documentation & regulatory requirements for new and existing clients
• Maintain client relationships and knowledge of accounts
• Helping to manage team operations while working to refine processes to ensure the team runs efficiently.

What do you need to succeed?

Must Have

• CSC or willing to obtain within 6-12 months
• Excellent client service skills
• Strong computer skills (Word, PowerPoint, Excel), Strong written and verbal communication skills
• Meticulous attention to detail
• Financial services industry experience with a strong understanding of financial administration, account types, rules and regulations

Nice to Have

• CSC & CPH (CIRO licensed)
• Post-secondary degree
• A least 1 year of experience in a similar role

What’s in it for you?

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 perform challenging and rewarding work, independently and as a team
• Opportunities to building close relationships with clients
• As a team we believe in a strong work-life balance, work hard - play hard!
• We encourage new ideas that help the practice grow and operate more efficiently which can morph into special projects initiated by the team member

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

3053 EDGEMONT BLVD:NORTH VANCOUVERNORTH VANCOUVERCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-05-022025-05-24

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.