Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in Edmonton Arena District is looking for a resourceful, efficient and collaborative individual to join the Bessette Wealth Management team as an Associate. Home | Bessette Wealth Management of RBC Dominion Securities Inc. | Edmonton, Alberta

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

What will you do?

Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.Assist in the coordination of client events with the advisor and any sponsors, including event logistics, invitations, follow up with invitees, execution of event and follow upLeverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.Follow up on client trades to ensure proper settlement and deliveryUpdate client info in the team’s contact management system. Maintain a record of client details, interactions, meeting notes, and identify opportunities for follow up.Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary.Assist the Advisory team with client onboarding.Help manage incoming communications; e.g., answer phone, triage Advisor’s e-mails.Review incoming mail, print reports, and distribute accordingly.Assist with preparing mail outs of client info packages, prospectuses, newsletters, invitations to seminars, etc.Assist with special projects for the team, including regulatory projects requiring account documentation updates or client communications and firm-led initiatives.Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.Maintain complete and up-to-date client files within appropriate systems.

What do you need to succeed?

Must-have

Canadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH) is an assetStrong skills working with business applications/technology, including Microsoft Office SuiteHigh quality time management and organization skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsExceptional verbal and written communication skills

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures

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 to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAn opportunity to make a difference and have a lasting impact on the lives of othersWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial services

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

10111 104 AVE NW:EDMONTON

City:

EDMONTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-04-24

Application Deadline:

2025-08-01

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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.