Senior Associate Wealth Advisor

3 weeks ago

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

Royal Bank of Canada is seeking a highly skilled and experienced Wealth Management Professional to join our team in Vancouver. As a Senior Associate Wealth Advisor, you will be responsible for delivering customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.

The ideal candidate will have at least 7 years of experience working with HNW Clients and a strong background in financial planning and investment management. You will be working in a dynamic and collaborative team environment, providing exceptional client service and building strong relationships with our clients.

We offer a comprehensive Total Rewards Program, including competitive compensation and flexible benefits, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply for this exciting opportunity.

Key Responsibilities
  • Provide Wealth Management and Financial Planning advice to HNW Clients
  • Use proprietary software to prepare Financial Plans for HNW Clients
  • Work with other planning experts within RBC to prepare customized planning for the specific needs and objectives of HNW Clients
  • Develop the service plan for Wealth Management advice to HNW Clients
  • Promote and support a work environment that inspires innovation, creativity and collaboration
Requirements
  • First class client service skills
  • At least 7 years of relevant investment industry experience with HNW Clients
  • Exceptional verbal and written English skills
  • 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
What We Offer
  • A comprehensive Total Rewards Program
  • 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

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