Associate Advisor

**Job Summary**

**What is the opportunity?**

The RBC Dominion Securities Thurlow branch in downtown Vancouver is seeking a talented, self-directed Associate Advisor to join one of our Executive Council teams. You will work as a Relationship Manager providing customized financial planning advice and wealth management strategies to High-Net-Worth (HNW) clients.

As an integral team member, you will collaborate and work closely with an experienced Senior Portfolio Manager and a dedicated team of 5. This role is ideal for someone with a background in wealth management or financial planning, looking to deepen their client relationship skills. This is an on-site, in-office position based in Vancouver.

**What will you do?**
- Provide primary relationship support for a select group of HNW clients, delivering bespoke financial planning and wealth management strategies.
- Work closely with the Senior Portfolio Manager, and RBC planning experts (Financial Planning, Estate Planning, Business Owner Planning, Charitable Planning, Insurance Planning, and others) to deliver tailored advice.
- Liaise with HNW clients’ professional advisors to ensure the execution of financial planning and wealth management strategies.
- Coordinate client meetings, events, follow-ups, preparing agendas and relevant documentation.
- Provide proactive advice and support to clients, resolving inquires efficiently and identifying opportunities for asset consolidation and new business.
- Partner with wealth management specialists to deliver holistic financial solutions.
- Develop and manage the service plan for ongoing financial advice and client relationships.
- Foster a collaborative work environment that inspires innovation and creativity.

**What do you need to succeed?**

**Must-have**
- At least 5 years of experience in the securities or wealth management industry, ideally with
- HNW clients and at least 2 years in client-facing roles such as financial planning or associate advisory.
- Strong knowledge of investments and financial strategies.
- Valid Securities License (Registered Representative/Investment Advisor category).
- Professional designation (CFA, CPA, CFP, PFP, CIM).
- First-class client service skills with a client-focused approach.
- Exceptional verbal and written communication skills.
- Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
- Attention to detail with strong organizational skills.
- Disciplined, process-driven mindset.
- Bachelor’s degree from a recognized university.
- Resident of the BC Lower Mainland and legally authorized to work in Canada.

**Nice-to-have**
- Proven experience managing relationships with high-net-worth clients.
- Ability to identify and drive business growth opportunities.
- Passion for capital markets and financial planning.
- Experience working with Salesforce or other CRM tools.
- Commitment to intergenerational wealth planning and community engagement.
- Strong interest in environmental causes.
- Commitment to obtaining the CFP designation if not already held.

**What’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 applicable.
- The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team.
- Challenging work that will help you grow professionally.
- Ongoing opportunities to build close relationships with clients.

The expected base salary range for this position is $38,000 - $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 culture
- Enables collective achievement of our strategic goals
- 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

**Additional Job Details**

**Address**:
745 THURLOW ST:VANCOUVER

**City**:
VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-04-14

**Application Deadline**:
2025-05-05

**I**nclusion** and Equal Opportunity Employment**

At RBC, we believe an inclusive workplace that has diverse perspectives is core to