Wealth Management Professional

2 weeks ago


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

Royal Bank of Canada is a leading financial institution seeking a skilled Wealth Management Professional to join their team. Located in downtown Vancouver, this role offers an exciting opportunity to work with a successful Advisory Team.

About the Opportunity

This position involves deepening client relationships by providing sound advice and support to clients and Investment Advisors. Identifying and assisting growth of new business opportunities will be key to success.

  • Coordinate meetings and events for Investment Advisors with clients and prospects
  • Provide proactive client service with a problem-resolution focus and attention to details
  • Respond to client account inquiries and remain accountable for follow-up
  • Help build and execute business plans, client segmentation, and client service plans
  • Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
  • Trading and/or Portfolio Rebalancing
  • Support advisory team and client through the Wealth Management process

The ideal candidate will possess exceptional written and verbal communication skills in both English and Mandarin, as well as a self-directed individual with a growth and goals-oriented mindset. Experience in the investment industry, including approval as a Registered Representative (RR) with IIROC, completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT), and a university degree are essential requirements.

What We Offer

Royal Bank of Canada provides a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. This role offers opportunities to do challenging work, build close relationships with clients, and grow professionally in a dynamic and collaborative environment.

Base salary range: $38,000 - $55,000 per year. Discretionary bonus program available, subject to performance targets and individual goals.



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