Senior Associate Wealth Advisor

4 weeks ago

Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

Job Opportunity

RBC Dominion Securities Inc. is seeking a skilled Associate Wealth Advisor & Financial Planner to join our team in Vancouver. As a valued member of our private client wealth management business, you will deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.

Key Responsibilities

  • Provide Wealth Management and Financial Planning advice to our HNW Clients
  • Use proprietary software to prepare Financial Plans for our HNW Clients
  • Work with other planning experts within RBC to prepare customized planning for the specific needs and objectives of our HNW Clients
  • Develop the service plan for Wealth Management advice to our 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 – especially over the telephone
  • 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's in it for you?

  • A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
  • 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 building close relationships with clients

Compensation

The expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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