Senior Investment Manager

1 week ago


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

About Royal Bank of Canada

Royal Bank of Canada is a leading full-service investment and wealth management firm in Canada, dedicated to helping clients achieve financial success through personalized service.

Our downtown Vancouver office is seeking an experienced professional to join our private client wealth management business as a Senior Investment Manager. This role involves delivering customized investment advice, wealth management strategies, and exceptional service to our high-net-worth clients.

As a valued team member, you will be rewarded for your contributions and responsibilities to the business. We are looking for individuals with at least 7 years of experience in the investment industry, ideally dealing with high-net-worth clients. The position requires daily on-site presence in the office working alongside the rest of the team.

Your Key Responsibilities

  • Provide tailored investment and wealth management advice to our clients
  • Conduct thorough portfolio reviews with our clients
  • Prepare and present comprehensive financial plans to our clients
  • Collaborate with our team of experts, including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning, and other specialists to deliver wealth management advice to clients
  • Deliver exceptional service to our clients
  • Promote a work environment that inspires innovation, creativity, and teamwork

The Ideal Candidate

  • Excellent client service skills
  • At least 7 years of experience in the investment industry
  • Exceptional verbal and written communication skills in English
  • Degree from a recognized university
  • CFA designation (for Associate Portfolio Manager title)
  • CIM designation (for Associate Investment Advisor title)
  • Commitment to obtaining CFP designation (if not already held)
  • IIROC licensed as a Registered Representative (RR) or willingness to obtain
  • Strong attention to detail and organizational skills
  • Advanced Microsoft Office skills (Outlook, Word, Excel, and PowerPoint)
  • Residency in the Greater Vancouver Area and eligibility to work in Canada

What We Offer

We strive to create a dynamic, collaborative, and high-performing team environment where you can thrive and make a lasting impact. Our Total Rewards Program includes competitive compensation, flexible benefits, and opportunities for growth and development.

  • A salary range of $120,000+ per year, commensurate with experience, skills, designations, registration status, market conditions, and business needs
  • An opportunity to earn a discretionary bonus based on individual performance and business targets
  • A comprehensive benefits package, including medical, dental, and vision coverage
  • A generous retirement savings plan, including company matching contributions
  • Ongoing training and development opportunities to enhance your skills and knowledge

Why Join Us

We believe that our people are our greatest asset, and we invest in their growth and development. If you are passionate about delivering exceptional service, building strong relationships, and making a meaningful impact, we encourage you to apply for this exciting opportunity.



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