Associate Advisor

5 days ago

Vancouver, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**:
The RBC Dominion Securities Inc. Thurlow branch in downtown Vancouver is seeking a talented, self-directed Associate Advisor to join one of the country’s most successful teams, managing over $1 billion in investment assets. You will work as a relationship manager within a top-tiered Chairman Counsel team, providing customized financial planning advice and wealth management strategies to High-Net-Worth (HNW) clients.

As an integral team member, you will collaborate and work closely with an experienced Senior Portfolio Manager and a dedicated team with over 90 years of combined expertise. This role is ideal for someone with a background in wealth management or financial planning, looking to deepen their client relationship skills and grow toward an independent advisory role. This is an on-site, in-office position based in Vancouver.

**What will you do?**
- Provide primary relationship support for a select group of HNW clients, delivering bespoke financial planning and wealth management strategies.
- Work closely with the Senior Portfolio Manager, and RBC planning experts (Financial Planning, Estate Planning, Business Owner Planning, Charitable Planning, Insurance Planning, and others) to deliver tailored advice.
- Liaise with HNW clients’ professional advisors to ensure the execution of financial planning and wealth management strategies.
- Coordinate client meetings, events, follow-ups, preparing agendas and relevant documentation.
- Provide proactive advice and support to clients, resolving inquires efficiently and identifying opportunities for asset consolidation and new business.
- Partner with wealth management specialists to deliver holistic financial solutions.
- Develop and manage the service plan for ongoing financial advice and client relationships.
- Foster a collaborative work environment that inspires innovation and creativity.

**What do you need to succeed?**
- Must-have: _
- At least 7 years of experience in the securities or wealth management industry, ideally with HNW clients in client-facing roles such as financial planning or associate advisory.
- Strong knowledge of investments and financial strategies.
- Valid Securities License (Registered Representative/Investment Advisor category).
- Professional designation (CFA, CPA, CFP, PFP, CIM).
- First-class client service skills with a client-focused approach.
- Exceptional verbal and written communication skills, especially over the phone.
- Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
- Attention to detail with strong organizational skills.
- Disciplined, process-driven mindset.
- Bachelor’s degree from a recognized university.
- Resident of the BC Lower Mainland and legally authorized to work in Canada.
- Nice-to-have: _
- Proven experience managing relationships with high-net-worth clients.
- Ability to identify and drive business growth opportunities.
- Passion for capital markets and financial planning.
- Experience working with Salesforce or other CRM tools.
- Commitment to intergenerational wealth planning and community engagement.
- Strong interest in environmental causes.
- Commitment to obtaining the CFP designation if not already held.

**What’s in it for you?**

This is a unique opportunity to work in a dynamic, high-performing team while receiving mentorship from seasoned professionals. In addition to the chance to build a rewarding career in wealth management, RBC Dominion Securities offers:

- A comprehensive Total Rewards Program, including competitive compensation, bonuses pension, flexible benefits, and RBC share purchase plan.
- Leaders who support your professional development through coaching and opportunities for growth.
- The opportunity to make a meaningful impact for clients and the community.
- A dynamic, collaborative, and results-driven work environment.

The expected**compensation range for this particular position is over $100,000+ depending on your experience, skills, designations, 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 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**

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

**Additional Job Details**

**Address**:
745 THURLOW ST:VANCOUVER

**City**:
VANCOUVER

**Co

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