Associate Wealth Advisor and Financial Planner

18 hours ago

Vancouver, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly skilled and experienced Associate Wealth Advisor and Financial Planner to join our team at Royal Bank of Canada. As a key member of our wealth management team, you will be responsible for delivering high-value customized advice and wealth management strategies to high net worth clients.

Key Responsibilities
  • Work with our team and other experts to prepare comprehensive financial plans to meet clients' specific needs in areas such as financial, investment, retirement, and risk management.
  • Provide expert knowledge on issues affecting clients, such as holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
  • Deliver presentations to clients, COIs, prospects, and educate business owners about wealth management options/strategies, or recent developments (budget changes, taxes, etc.).
  • Promote and support a work environment that inspires innovation, creativity, collaboration, and diversity.
  • Maximize outcomes by actively contributing to the client's peace of mind and the team's business development pursuits.
  • Develop strong internal and external networks and referral sources.
Client and Relationship Management
  • Develop strong internal and external networks and referral sources (ie, Bank professionals, Accountants, Lawyers, etc.).
  • Ability to foster and strengthen existing high/ultra-high net worth client relationships is critical.
  • Help clients and their professional accountants for year-end tax filing prep.
  • Ensuring that each and every client is benefiting from tax minimizing options available to them (Inc. RRSPs, TFSA, IPPs, RCAs Spousal loans, Trusts and insurance strategies).
  • Maintaining up to date records of clients' net-worth and cash flow statements.
  • Reviewing Tax returns (T1, T3 etc.) to look for tax planning opportunities and working with their professional accountants and lawyers for implementation of the suitable options.
  • Working with clients to achieve their charitable and legacy planning goals.
  • Ability to make a difference and lasting impact.
Requirements
  • CPA designation.
  • A minimum of 5+ years of relevant industry experience.
  • Experience interacting with High-Net-Worth clients.
Preferred Qualifications
  • In-depth tax course.
  • A background in one of the following areas would be considered an asset:
    • Tax manager with a reputable accounting firm.
    • Similar role with another investment dealer.
    • Financial Planner.
  • CFP Designation.
  • Other Finance Designations.
  • Life Insurance Designations.
What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program which include 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 building close relationships with clients.

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