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Senior Associate Wealth Advisor
2 months ago
We are seeking a highly skilled and experienced Wealth Management Professional to join our team at RBC Dominion Securities. As a Senior Associate Wealth Advisor, you will play a key role in delivering customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.
Key Responsibilities- Provide Wealth Management and Financial Planning advice to our HNW Clients
- Use proprietary software to prepare Financial Plans for our HNW Clients
- Work with other planning experts within RBC to prepare customized planning for the specific needs and objectives of our HNW Clients
- Develop the service plan for Wealth Management advice to our HNW Clients
- Promote and support a work environment that inspires innovation, creativity and collaboration
- 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, 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 (Outlook, Word, Excel and PowerPoint)
- Resident of the BC Lower Mainland and legally able to work in Canada
- A comprehensive Total Rewards Program which includes 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
The expected base salary range for this particular 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.
