Associate Advisor

RBC Dominion Securities; Vernon; On-site; CAD 85,000 - 150,000; Full time

Job summary

A leading financial services provider in Canada is looking for an Associate Investment Advisor in Vernon. This role involves deepening client relationships, offering tailored financial planning advice, and collaborating with internal experts. Candidates should have at least 7 years of industry experience related to high-net-worth clients, superior communication skills, and a Bachelor's degree in a relevant field. The position offers competitive compensation, a comprehensive rewards program, and opportunities for professional growth.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Opportunities for challenging work

Dynamic and collaborative team environment

Qualifications

• At least 7 years of relevant investment industry experience with HNW clients.
• Experience using proprietary software to prepare financial plans.
• Ability to collaborate with internal planning experts.

Responsibilities

• Provide bespoke financial planning advice and wealth management strategies.
• Develop service plans for ongoing financial planning and advice.
• Liaise with professional advisors to ensure execution of wealth management strategies.

Skills

First-class client service skills

Exceptional verbal and written English skills

Advanced Microsoft Office skills

Attention to detail

Strong organizational skills

Strong problem-solving and analytical skills

Education

Bachelor’s degree from a recognized university

Recognized professional designation (such as CPA, CA, FEA, CFA, CFP, LLB)

Commitment to obtain CFP designation

IIROC licensed as a Registered Representative (RR) or willingness to obtain

Job description

Job Description

The RBC Dominion Securities branch located in Salmon Arm is seeking an Associate Investment Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

What is the opportunity?

As an Associate Investment Advisor you will play a critical role in delivering tailored wealth management services to high‑net‑worth clients, supporting the Wealth Advisor and collaborating with internal planning experts to create comprehensive financial plans.

What will you do?

• Provide bespoke financial planning advice and wealth management strategies
• Use proprietary software to prepare financial plans
• Work with the Wealth Advisor and their team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW clients, covering wealth preservation, transfer strategies, holding company strategies, executive compensation arrangements, pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies
• Liaise and work with the professional advisors of our HNW clients to ensure execution of the planning advice and wealth management strategies
• Develop the service plan for ongoing financial planning and wealth management advice
• 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, FEA, CFA, CFP, LLB, etc.)
• Commitment to obtain CFP designation (if not already held)
• Bachelor’s degree from a recognized university
• 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, PowerPoint)

Nice‑to‑have

• Strong problem‑solving and analytical skills
• CIM designation, an asset

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 including bonuses, flexible benefits, competitive compensation, commissions and stock where applicable
• Work in a dynamic, collaborative, progressive, and high‑performing team
• Opportunities to do challenging work
• Opportunities to build close relationships with clients

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors such as candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs. The expected salary range for this position is $85,000 – $150,000. This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s Compensation Philosophy & Principles

• 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: 2306 HWY 6: VERNON
• City: Vernon
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-12-17
• Application Deadline: 2026-01-10
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At 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.

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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.