Associate Investment Advisor

RBC; Salmon Arm; On-site; CAD 150,000 - 200,000; Full time

Job summary

A leading financial services provider in Salmon Arm seeks an Associate Investment Advisor. You will deepen client relationships and provide tailored financial planning advice to HNW clients. The ideal candidate has over 7 years of investment industry experience, strong English communication skills, and holds a relevant professional designation. This position offers a competitive salary range of $150,000 - $200,000 and opportunities for personal growth in a collaborative environment.

Benefits

Comprehensive Total Rewards Program

Dynamic and collaborative work environment

Opportunities for professional development

Qualifications

• At least 7 years of relevant investment industry experience with HNW Clients.
• Exceptional verbal and written English skills.
• Meticulous attention to detail and strong problem solving and analytical skills.

Responsibilities

• Provide bespoke financial planning advice and wealth management strategies.
• Work with the Wealth Advisor and their team to prepare customized planning.
• Develop the service plan for ongoing financial planning and wealth management advice.

Skills

First class client service skills

Attention to detail

Strong organizational skills

Advanced Microsoft Office skills

Education

Bachelor’s Degree from a recognized university

Recognized Professional Designation (such as CPA, CA, CFA, CFP)

Commitment to obtain CFP designation

IIROC licensed as a Registered Representative (RR)

Job description

Overview

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.

Responsibilities

• 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 (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual 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 the 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 you must 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 and PowerPoint)

Nice-to-have

• Meticulous attention to detail and 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 and 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 building close relationships with clients

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected salary range for this position is $150,000 - $200,000.

This position may be eligible to receive a discretionary/variable incentive payment.

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: 320 ALEXANDER ST NE, SALMON ARM

City: Salmon Arm

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-17

Application Deadline: 2025-10-15

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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.