Job Title

Act as the right hand to an RBCDS Senior Portfolio Manager : manage inboxes, filter requests, coordinate meetings, and ensure the day runs seamlessly. Greet and host clients with warmth and professionalism; prepare meeting rooms and client materials. Manage calendars and anticipate team needs around scheduling, meetings, and client flow. Organize thoughtful client touchpoints : gifts, cards, milestone celebrations, event planning. Assist in formatting client communications, presentations, and internal memos. Partner with our Marketing Assistant on social media, website updates, and seasonal campaigns. Support our charitable outreach and community initiatives. Provide responsive, solutions-focused support to client requests (reporting, documentation, follow-ups, etc.). Collaborate on client onboarding and engagement processes to ensure a best-in-class experience. Back up administrative support to our wider team when needed. What do you bring to the role? Proven experience in an Executive Assistant or high-level administrative support role. Polished interpersonal skills with a warm, professional, and proactive demeanor. Strong organizational and time management skills with the ability to anticipate needs. Exceptional verbal and written communication. High proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint). Ability to work independently, handle sensitive information, and solve complex issues calmly and efficiently. Nice to have : Experience in the financial services industry (ideally 2+ years). Familiarity with Salesforce or CRM tools. Why join us? Youll join a team that truly values people both our clients and each other. At RBC Dominion Securities, youll be part of a collaborative, high-performance culture where your work makes a direct impact. We offer : A generous and competitive compensation package (salary + discretionary bonus). We are happy to discuss compensation details with qualified candidates. Opportunities for development, leadership coaching, and career progression. A chance to build lasting client relationships and contribute meaningfully to their success. A dynamic, purpose-driven environment with real impact in our community. Lets connect. If youre a polished, experienced professional who thrives in a fast-paced, client-centric environment and youre excited by the opportunity to join a nationally recognized wealth management team, we encourage you to apply.The expected basesalary range for this position is $37,500 - $45,000.This position may be eligible to receive a discretionary / variable incentive payment up to 1.0x base salary.Curious to know more before applying? Reach out confidentially wed be happy to share more about the team, the role, and the rewarding work we do together.RBC is an equal opportunity employer committed to diversity and inclusion. RBCs 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 RBCs high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Administrative Support, Collaborating, Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Event Planning, Group Problem Solving, High Net Worth Individuals, Interpersonal Communication, Interpersonal Relationships, Knowledge Organization, Microsoft Outlook, Teamwork, Time Management, Wealth Management, Word Processing Software, Written Communication Additional Job Details Address : 1631 DICKSON AVE : KELOWNA City : KELOWNA Country : Canada Work hours / week : 37.5 Employment Type : Full time Platform : WEALTH MANAGEMENT Job Type : Regular Posted Date : 2025-06-19 Application Deadline : 2025-07-05 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above I nclusion 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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. Create a job alert for this search #J-18808-Ljbffr