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Wealth Management Professional
2 months ago
RBC Dominion Securities, a leading investment and wealth management firm, is seeking a skilled Associate Wealth Advisor & Financial Planner to join its downtown Vancouver office. As a valued team member, you will deliver customized advice and wealth management strategies to high-net-worth clients.
This is an on-site role that requires at least 7 years of experience working with high-net-worth clients. You will be compensated for your contribution and responsibilities to the business.
Key Responsibilities- Provide wealth management and financial planning advice to high-net-worth clients
- Use proprietary software to prepare financial plans for clients
- Collaborate with other planning experts within RBC to develop customized planning for clients' specific needs and objectives
- Develop service plans for wealth management advice to clients
- Promote a work environment that inspires innovation, creativity, and collaboration
- Exceptional client service skills
- At least 7 years of relevant investment industry experience with high-net-worth clients
- Exceptional verbal and written English skills
- Recognized professional designation (e.g., CPA, CA, CFP, TEP, FEA, CFA)
- 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
RBC offers a comprehensive Total Rewards Program, including competitive compensation and flexible benefits. You will have the opportunity to make a difference and lasting impact in the lives of our clients and communities.
As a valued team member, you will be supported by leaders who will coach and manage your development. You will have the opportunity to work in a dynamic, collaborative, and progressive team environment.
The expected base salary range for this position is $38,000 - $55,000, depending on experience, skills, and registration status. You also have the potential to earn considerably more through RBC's robust discretionary bonus program.
Job SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
