Senior Associate Wealth Advisor

6 days ago

Vancouver, British Columbia, Canada RBC - Royal Bank Full time
About the Opportunity

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 play a critical role in delivering customized advice and wealth management strategies to high-net-worth clients.

This is an on-site, in-office role that requires at least 7 years of experience working with high-net-worth clients. You will be compensated for your contributions 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 solutions for clients
  • Develop service plans for wealth management advice to clients
  • Promote a work environment that inspires innovation, creativity, and collaboration
Requirements
  • Exceptional client service skills
  • At least 7 years of relevant investment industry experience with high-net-worth clients
  • Excellent verbal and written English skills
  • Recognized professional designation (e.g., CPA, CA, CFP, TEP, FEA, CFA)
  • Commitment to obtaining 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
  • Residency in the BC Lower Mainland and eligibility to work in Canada
What We Offer
  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a lasting impact
  • Work in a dynamic, collaborative, and high-performing team
  • Opportunities to do challenging work and build close relationships with clients

The expected base salary range for this position is $38,000 - $55,000, depending on experience, skills, and registration status. You have the potential to earn more through RBC's discretionary bonus program, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy recognizes the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that drives RBC's high-performance culture, enables collective achievement of strategic goals, and generates sustainable shareholder returns and above-market shareholder value.

Job Skills
  • Customer Service
  • Customer Service Management
  • Decision Making
  • Interpersonal Relationship Management
  • Investment Management
  • Investment Performance Measurement

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