Posted last month
Client Experience & Wealth Associate
@ Royal Bank of Canada
Vancouver, British Columbia
Overview
Royal Bank of Canada is hiring a Client Experience & Wealth Associate for its downtown Vancouver branch to deliver concierge-level service to a high-performing advisory team. The role covers client onboarding through year-round contact, meeting preparation, inquiry handling and marketing updates. It is a full-time salaried position at 37.5 hours a week, paying $38,000 to $50,000 base plus a discretionary incentive of up to 1.0x base salary.
Responsibilities:
- Coordonner et préparer les rencontres de gestion de patrimoine
- Répondre aux demandes des clients sur les comptes et la production de reçus fiscaux
- Soutenir l'intégration des nouveaux clients
- Mettre à jour les canaux de communication de l'équipe
Requirements summary:
- Au moins 2 ans d'expérience dans l'industrie des valeurs mobilières
- Maîtrise de la suite Microsoft Office
- Excellentes communications orales et écrites en anglais
Tools & skills
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-09-26
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-11-07
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 2+ years |
| Hours per week | 37.5 |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Perks mentioned | Flexible hours, Performance bonus, Stock or equity, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Royal Bank of Canada
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
- LinkedIn followers
- 932,626
- People associated on LinkedIn
- 96,867
- Reported office locations
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Business categories
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Other recorded names
- Royal Bank of Canada
- RBC
- Specialties
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Profile identifies a recruitment agency
- No
- Reported total investment
- 22,251,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Open jobs on Jobsy | 1,084 |
| View page |
Job Description
What is the opportunity?
The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team.
What will you do?
- Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
- Coordinate and prepare Wealth Management and review meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
- Assist the Advisor team with client onboarding.
What do you need to succeed?
Must-have
- Strong Microsoft Office Suite skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
- Exceptional verbal and written communication skills in English
- Minimum of 2 years of experience in securities industry
Nice-to-have
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset
- Highly-developed client service skills
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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- 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.
- A world-class training program in financial service.
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 $38,000 - $50,000.
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
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
Address:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:
VancouverCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-09-17Application Deadline:
2026-11-29Note: 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.
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