Senior Associate Wealth Advisor

15 hours ago

Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time
Job Opportunity

RBC Dominion Securities Inc., a leading full-service investment and wealth management firm, is seeking a skilled Associate Wealth Advisor & Financial Planner to join its downtown Vancouver office in Royal Centre.

Job Summary

This is an exciting opportunity to deliver customized advice and wealth management strategies to High-Net-Worth (HNW) Clients. As a valued team member, you will be compensated for your contribution and responsibilities to the business.

Key Responsibilities
  • Provide Wealth Management and Financial Planning advice to HNW Clients
  • Use proprietary software to prepare Financial Plans for HNW Clients
  • Collaborate with other planning experts within RBC to prepare customized planning for HNW Clients
  • Develop the service plan for Wealth Management advice to HNW Clients
  • Promote and support a work environment that inspires innovation, creativity, and collaboration
Requirements
  • First-class client service skills
  • At least 7 years of relevant investment industry experience with HNW Clients
  • Exceptional verbal and written English skills
  • Recognized Professional Designation (such as CPA, CA, CFP, TEP, FEA, CFA, etc.)
  • Commitment to obtain CFP designation (if not already held)
  • IIROC licensed as a Registered Representative (RR) (or willingness to obtain)
  • Attention to detail and strong organizational skills
  • Advanced Microsoft Office skills
  • Resident of the BC Lower Mainland and legally able to work in Canada
What We Offer
  • A comprehensive Total Rewards Program including competitive compensation and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to build close relationships with clients
Compensation

The expected base salary range for this position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions, and business needs. You also have the potential to earn considerably more through RBC's robust discretionary bonus program.

About RBC

RBC is a global financial institution that is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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