Executive Assistant

Job Summary

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Kelowna is seeking a skilled and experienced Executive Assistant to join our past-paced and supporting team to deliver concierge level service for a successful Chairman Council Advisory team and their valued clients.

If you’re passionate about providing white-glove service, love managing complex calendars and logistics with precision, and are energized by making an impact in the lives of high-net-worth clients — this could be the role for you.

We are looking for someone who is proactive, organized, and thoughtful. You will be central to ensuring our advisor and team are fully supported, our clients feel cared for at every touchpoint, and our operations run smoothly behind the scenes. Your attention to detail, emotional intelligence, and initiative will make you indispensable in this role.
Job Description

What will you do?

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?

You’ll join a team that truly values people — both our clients and each other. At RBC Dominion Securities, you’ll 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.
A comprehensive Total Rewards Program including flexible benefits.
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.
Let’s connect.

If you’re a polished, experienced professional who thrives in a fast-paced, client-centric environment and you’re excited by the opportunity to join a nationally recognized wealth management team, we encourage you to apply.

The expected base salary 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 — we’d 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.


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 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
Pay Type:

Salaried
Posted Date:

2025-06-1+
Application Deadline:

2025-07-05
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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