Aspiring Wealth Advisor & Financial Planner

RBC Dominion Securities; Vancouver; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Bonuses and incentives

Flexible benefits

Competitive compensation

Stock options where applicable

Job summary

RBC Dominion Securities is seeking an Associate Wealth Advisor / Financial Planner in Vancouver. You will work with a high-performing Investment Advisor team to provide proactive advice and help deepen client relationships, while identifying opportunities to grow the business.

The ideal candidate has a financial planning background, strong client service skills, and experience with HNW clients. University degree required, with CFP or PFP designation preferred.

Qualifications

• Must have RR approval with IIROC and Canadian regulatory exams.
• University degree and CFP or PFP designation.
• 4+ years in investment industry with HNW client experience.

Responsibilities

• Leverage planning expertise to facilitate meetings with clients and prospects.
• Provide proactive client service and coordinate with departments for solutions.
• Respond to account inquiries and follow-ups.
• Support business planning, client segmentation, and service plans.
• Identify asset consolidation and referral opportunities.
• Assist advisory team with new client acquisition.
• Maintain relationships with COIs and RBC partners.
• Provide trading/portfolio rebalancing support and market updates.
• Coordinate Wealth Management activities and documentation.

Skills

Client relationship management

Financial planning

Investment knowledge

Communication skills

Problem solving

Team collaboration

Market research

Client service

Networking

Strategic planning

Education

University degree

CFP designation

PFP designation

IIROC RR approval

Canadian Investment Regulatory Exam (CIRE)

Retail Securities Exam

Tools

Microsoft Office Suite

Job description

RBC Dominion Securities is seeking an Associate Wealth Advisor / Financial Planner in Vancouver. You will work with a high-performing Investment Advisor team to provide proactive advice and help deepen client relationships, while identifying opportunities to grow the business.

The ideal candidate has a financial planning background, strong client service skills, and experience with HNW clients. University degree required, with CFP or PFP designation preferred.