Associate Wealth Advisor​/Financial Planner

Associate Wealth Advisor / Financial Planner

What is the opportunity? The RBC Dominion Securities Vancouver Main branch is seeking a talented, self‑directed individual with a growth‑oriented mindset to help our clients thrive and our communities prosper.

Job Description
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 driving business growth will be a key part of your role.

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 base.
• Support your advisory team with new client acquisition.
• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
• Provide 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, coordinating activities with internal Wealth Management specialists, managing documentation, tracking progress and following up.

What do you need to succeed?

• Approval as a Registered Representative (RR) with IIROC.
• Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT).
• 4 years or more of professional experience within the investment industry.
• Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation.
• Financial Planning experience working with HNW clients.
• Exceptional written and verbal communication skills.
• University degree.
• Strong skills working with business applications/technology, including Microsoft Office Suite.
• Meticulous attention to detail and strong problem‑solving and analytical skills.
• Highly developed client service skills.

What’s in it for you?

• 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 play 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: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W, 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:
• Final date to receive applications:
• Application accepted until 11:59 PM on the day prior to the Final date to receive applications date above.
• Inclusion and Equal…