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Associate Wealth Advisor
2 weeks ago
Job DescriptionWhat is the opportunity?The RBC Dominion Securities Abbotsford branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role. The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working with clients directly.What will you do?Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.Effectively respond to client account inquiries and take ownership of follow-ups.Help build and execute business plans, client segmentation exercises, and client service plans.Identify opportunities for asset consolidation and referrals across the existing client baseSupport your advisory team with new client acquisition.Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.Trading and / or portfolio rebalancing support.Conduct ongoing research on markets and investments and provide regular updates to the advisory team.Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.What do you need to succeed?Must-haveApproval as a Registered Representative (RR) with IIROCCanadian Investment Regulatory Exam, CIRE and the Retail Securities Exam4 years or more of professional experience within the investment industryCertified Financial Planner (CFP) or Personal Financial Planner (PFP) designationFinancial Planning experience working with HNW clientsExceptional written and verbal communication skillsStrong skills working with business applications/technology, including Microsoft Office SuiteMeticulous attention to detail and strong problem solving and analytical skillsHighly developed client service skillsWhat’s in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableThe opportunity to work as part of a dynamic, collaborative, progressive, and high-performing teamChallenging work that will help you grow professionallyOngoing opportunities to build close relationships with clientsCompensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.The expected base salary range for this position is $40,000 - $55,000.This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.RBC’s compensation philosophy and principles recognize 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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress:2001 MCCALLUM RD:ABBOTSFORDCity:AbbotsfordCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2026-01-05Application Deadline:2026-01-31Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
