Wealth Advisor Associate

3 weeks ago

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

RBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate Wealth Advisor & Financial Planner to join our team in Vancouver.

Key Responsibilities
  • Deliver customized financial planning advice and wealth management strategies to High-Net-Worth (HNW) Clients
  • Collaborate with Portfolio Managers, Wealth Advisors, and internal RBC planning experts to prepare comprehensive financial plans
  • Liaise with professional advisors to execute planning advice and wealth management strategies
  • Develop service plans for ongoing financial planning and wealth management advice
Requirements
  • First-class client service skills
  • At least 3-5 years of relevant investment industry & financial planning experience with HNW Clients
  • Exceptional verbal and written English skills
  • Recognized Professional Designation (e.g., CPA, CA, FEA, CFA, CFP, LLB)
  • Commitment to obtain CFP or PFP designation (if not already held)
  • Bachelor's Degree from a recognized university
  • IIROC licensed as a Registered Representative (RR) (or willingness to obtain)
What We Offer
  • Comprehensive Total Rewards Program with competitive compensation and flexible benefits
  • Leadership support for career development and growth opportunities
  • Dynamic, collaborative, and progressive work environment
  • Opportunities to make a lasting impact and build close relationships with clients

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