Associate

RBC•Kelowna, BC

8d•Onsite

About The Position

Our RBC Dominion Securities branch is home to one of the firm’s established, high-performing advisory teams — a group of dedicated professionals with a strong track record of delivering exceptional wealth management to their clients. We are looking for a resourceful, detail-oriented, and service-driven Associate to join and support this elite team. In this role, you will be an essential pillar of the team — providing outstanding day-to-day support to our Advisors and delivering service excellence to a distinguished client base. As the primary internal and external point of contact, you will help maintain seamless operations, ensure all account administration and documentation remains accurate and compliant, and contribute meaningfully to the team’s continued success.

Requirements

Experience in financial services, accounting, or a closely related field — you understand financial statements, account reconciliation, and the importance of accuracy in a regulated environment
Exceptional organizational and time management skills with a high degree of attention to detail
Demonstrated ability to deliver world-class client service that is professional, warm, and personable
Strong proficiency with Microsoft Office Suite and business technology platforms
Excellent verbal and written communication skills in English; bilingual abilities are considered a strong asset

Nice To Haves

Canadian Securities Course (CSC) completed or in progress — considered a strong asset
Background in bookkeeping, tax preparation, or accounting within a financial services or professional services environment
Familiarity with RBC Dominion Securities’ systems, platforms, and procedures
Prior experience supporting a high-performing advisory or wealth management team
Exposure to wealth management planning concepts and investment account types

Responsibilities

Provide exceptional, white-glove client service as a primary point of contact — responding to inquiries promptly and professionally regarding account transactions, documentation, reporting, and general requests.
Support the Advisor team with day-to-day operations, ensuring smooth workflows and allowing Advisors to focus on high-value client relationships and portfolio management.
Maintain and manage existing client accounts, proactively tracking key dates, timelines, and follow-ups to ensure clients always feel prioritized and well looked after.
Assist with account administration tasks, applying your knowledge of financial services accounting to ensure accuracy and compliance.
Become well-versed in internal controls and industry regulatory requirements, keeping client files and all documentation accurate, current, and fully compliant.
Assist the team in welcoming and onboarding new clients, making a strong first impression that reflects the calibre of our high-performing advisory team.
Coordinate and prepare materials for client and prospect meetings, leveraging strong organizational skills to ensure every interaction is polished and well-prepared.
Handle incoming communications efficiently, triaging and routing requests from clients, Advisors, and internal and external partners with professionalism.
Support the Advisor team through the full Wealth Management process, helping to maintain an organized audit of activities and client priorities.