Associate Wealth Advisor

2 months ago

Vancouver, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Associate Wealth Advisor

**What is the opportunity?**:
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 Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and growing private client wealth management business. As an **Associate Wealth Advisor** **your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients.

**What will you do?**:

- Provide bespoke financial planning advice and wealth management strategies
- Use proprietary software to prepare financial plans
- Work with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)
- Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategies
- Develop the service plan for ongoing financial planning and wealth management advice
- Promote and support a work environment that inspires innovation, creativity and collaboration

**What must you have to succeed?**:

- First class client service skills
- At least 7 years of relevant investment industry experience with HNW Clients
- Exceptional verbal and written English skills - especially over the telephone
- Recognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)
- Commitment to obtain CFP designation (if not already held)
- Bachelor’s Degree from a recognized university
- IIROC licensed as a Registered Representative (RR) (or willingness to obtain)
- Attention to detail and strong organizational skills
- Advanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
- Resident of the BC Lower Mainland and legally able to work in Canada

**What’s in it for you?**:
We thrive on the challenge to be our best, to think progressively and to keep growing. We work together to deliver trusted advice to help our clients thrive.

We care about each other, about reaching our potential, about making a difference to our communities and achieving mutual success. 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 development through coaching and managing opportunities
- The ability to make a difference and lasting impact to our clients
- Work in a dynamic, collaborative and high-performing team

**Job Summary**

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

**City**:
CAN-BC-VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-07-11

**Application Deadline**:
2023-08-31

**I**nclusion** 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.

**Join our Talent Community**

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