Job Summary

Job Description

What is the opportunity?
RBC Dominion Securities (RBC DS) is currently seeking a Client Solutions Specialist Associate (CSSA) to join the BC team. Proactively working with a number of RBC DS branches within the province, the CSSA role is designed to help the regional CSS transition RBC DS clients to the home of best fit within RBC.

This position is hybrid (50% work-from-home) and open to all BC Residents. The successful candidate will be working from a DS Branch Location in their area. The main DS Branches are located in Vancouver, Abbotsford, Kamloops, Victoria, Nanaimo, Courtenay, Kerrisdale, Coquitlam, Kelowna, White Rock, and Vernon.

What will you do?

Support the regional CSS in general administrative duties in the management of all client accountsDevelop strong collaborative relationships with colleagues across all RBC platformsRequest information and documentation from clients in order to transfer out accounts to other departments of RBC or other financial institutionsMaintain current knowledge of client accounts by reviewing daily activity online and other applicable reportsMonitor all pending transfers to ensure completion on a timely basisLiaise with back office contacts to investigate and resolve inquiries related to accounts and account transactionsPerform follow up calls/e-mails with clients and record all activity in the contact management system

What do you need to succeed?

Must-have

Accuracy, attention to detail, and organizational skillsDedication to teamwork and collaborationExcellent verbal and written English skills. Superior communicator over the phonePassion for client experience

Nice-to-have

CIRO licensed (completion of CSC/CPH), with a minimum of 1 - 2 years of industry/brokerage experience OR to be licensed within 12 monthsUnderstanding of different investment products and account types

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 compensationLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactPart of a dynamic, collaborative, progressive, and national high-performing teamOpportunities to do challenging work

The expected base salary range for the above position is $55,000 – $57,500 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value

Job Skills

Communication, Cross-Departmental Collaboration, Customer Follow-Ups, Detail-Oriented, Office Administration, Organizing, Phone Calls (Inactive), Taking Ownership, Teamwork, Time Management

Additional Job Details

Address:

745 THURLOW ST:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-03-07

Application Deadline:

2025-03-22

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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.