Client Experience & Wealth Associate
RBC — VANCOUVER, British Columbia, Canada
Posted 2026-09-17
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 Ac