Credit Analyst

Place of work Victoria Beach
Contract type Full-time
Start date -
Salary From $70,000 a year

Job details

Job description, work day and responsibilities

RBC Dominion Securities downtown Vancouver Main branch is currently seeking a licensed Associate for a Chairman’s Council Team.

The successful candidate will possess 3+ years of investment industry experience, a passion for service excellence, thrive in a fast-paced team environment and be securities licensed. This individual will be responsible for the day-to-day administrative needs for clients.

This is an exciting and challenging role in one of the largest branches in the firm. The ability to learn and grow in this role is vast.

What will you do?

Provide world class client service to our valued clients
Work closely with Investment Advisor to ensure efficient business processes
Completion and monitoring of client documentation and day-to-day cashflow/transfer needs
Follow-up on client trades to ensure proper settlement and delivery
Maintain client accounts by reviewing daily activity online and on applicable reports
Utilize contact management system for daily task management
Book client meetings and maintain daily schedule of Investment Advisor
Investigate and resolve inquiries related to accounts
What do you need to succeed?

Must-have

The ideal candidate should have at least 3+ years of experience in the investment field working as Senior Sales Assistant / Client Service Associate / Associate / etc.
Successful Completion of CSC & CPH and Investment Representative (“IR”) license
Strong time management and organizational skills
Meticulous attention to detail
Excellent verbal and written communication skills in English
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Experience using Microsoft Office
Resident of the greater Vancouver area and legally able to work in Canada
Nice-to-have

Good understanding of fixed income and equity markets
Proficiency in Excel
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. 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 and competitive compensation
Leaders who support your development through coaching and managing opportunities
An opportunity to make a difference and have a lasting impact on the lives of others
The chance to work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
The expected total compensation range for this particular position is $70,000+ depending on your experience, skills, registration status, market conditions and business needs.

You have the potential to earn considerably more through the robust discretionary bonus program of RBC Dominion Securities which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified 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
Job Skills

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

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W: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:

2025-07-02
Application Deadline:

2025-07-1+
Note: Applications will be accepted until 11:5+ 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

Company address

Canada
New Brunswick
Victoria Beach
Show on map Get directions
Company Name: TD Bank
You will be redirected to another website to apply.
Offer ID: #1179501, Published: 4 weeks ago, Company registered: 4 months ago

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