Senior Associate Wealth Advisor & Financial Planner

April 2 2024
Industries Bank, Insurance, Financial services
Categories Civil law,
Vancouver, BC • Full time

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and growing private client wealth management business. As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.

As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 7 years of experience with HNW Clients and this is an "on-site in the office" role.

What will you do?

  • 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 (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other professional specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)
  • Develop the service plan for Wealth Management advice to our HNW Clients
  • Promote and support a work environment that inspires innovation, creativity and collaboration

What must you have to succeed?

  • 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?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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

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.

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







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Employment Type:

Full time


Wealth Management

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Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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