At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
On-site · Burnaby
Prepare and manage account-opening documents, client correspondence, review materials, and records, while following up on documentation, trades, and plan transfers to ensure timely settlement. Support the advisory team with client service, portfolio review scheduling, mailings, telephone calls, and other administrative tasks.
On-site · Coquitlam
Execute equity, options, and futures trades for retail and corporate clients, and provide responsive support to clients and the Advisor Team. Maintain client accounts and documentation, support onboarding and communications, coordinate trade execution, and follow up to ensure proper settlement and delivery.
On-site · Trois-Rivières
Administer client accounts, respond to client requests, maintain accurate and compliant documentation, and provide timely, professional support to clients and the advisory team. Coordinate client onboarding and advisor meetings, manage communications, and update the team’s digital and print communication channels.
On-site · Vancouver
Provide administrative support to a portfolio management and advisory team, including preparing account-opening documents, tracking client paperwork and trades, and maintaining client account records. Schedule portfolio reviews, prepare client materials and correspondence, manage daily tasks and records, and assist with mail, telephone calls, and other administrative duties.
On-site · Norfolk
Coordinate and prepare client and prospect meetings, respond to account inquiries, support client onboarding, and provide proactive service and problem resolution. Maintain client accounts, documentation, timelines, and files accurately while coordinating with internal departments and meeting regulatory requirements.