Associate Wealth Advisor

RBC Dominion Securities; Vancouver; On-site; CAD 40,000 - 55,000; Full time

Benefits offered by this job

Comprehensive Total Rewards Program

Competitive compensation

Flexible benefits

Leadership support

Opportunities for challenging work

Job summary

A leading financial services company in Vancouver is seeking a talented individual to support client service and investment planning. The ideal candidate will have substantial experience in the investment industry, excellent communication skills, and be a Registered Representative (RR). This full-time position offers competitive compensation and flexible benefits. Join a dynamic team dedicated to helping clients thrive and making a lasting impact in the community.

Qualifications

• Approval as a Registered Representative (RR) with IIROC.
• Completion of the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam.
• Four or more years of professional experience within the investment industry.
• Financial Planning experience working with HNW clients.
• Exceptional written and verbal communication skills.
• Meticulous attention to detail, strong problem-solving and analytical skills.
• Highly developed client service skills.

Responsibilities

• Facilitate meetings and events with clients and prospects.
• Provide proactive client service and problem resolution.
• Own client account inquiries and follow-ups.
• Assist in building and executing business plans.
• Identify asset-consolidation opportunities.
• Support new client acquisition.

Skills

Customer Service

Investment Management

Decision Making

Interpersonal Relationship Management

Investment Performance Measurement

Education

University degree or equivalent

Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation

Tools

Microsoft Office Suite

Job description

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

What will you do?

• Leverage your planning talent to facilitate, in partnership with the Investment Advisor, meetings and events with clients and prospects. Prepare agendas, documentation, execute post‑meeting work and attend client meetings when required.
• Use superior problem‑resolution skills to provide proactive client service, liaising with various departments for smooth, timely solutions.
• Effectively respond to client account inquiries and own follow‑ups.
• Assist in building and executing business plans, client segmentation exercises, and client service plans.
• Identify asset‑consolidation and referral opportunities across the existing client base.
• Support the advisory team with new client acquisition.
• Maintain valuable relationships with Centers of Influence (COIs) and RBC partners.
• Conduct ongoing market and investment research, providing regular updates to the team.
• Coordinate activities with internal Wealth Management specialists, manage documentation, track progress, and follow up.

What do you need to succeed?

Must‑have

• Approval as a Registered Representative (RR) with IIROC.
• Completion of the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam.
• Four or more years of professional experience within the investment industry.
• Financial Planning experience working with HNW clients.
• Exceptional written and verbal communication skills.
• Proficiency with business applications/technology, including Microsoft Office Suite.
• Meticulous attention to detail, strong problem‑solving and analytical skills.
• Highly developed client service skills.

Nice to have

• Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation.
• University degree or equivalent.

What’s in it for you?

• A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
• Leadership support through coaching and development opportunities.
• The ability to make a lasting impact.
• A dynamic, collaborative, progressive, and high‑performing team environment.
• Opportunities for challenging work.
• Opportunities to build close relationships with clients.

The expected base salary range for this position is $40,000 – $55,000. The position may be eligible for a discretionary/variable incentive payment up to 1.5× base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce. This supports a high‑performance culture, collective achievement of strategic goals, and sustainable 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: 2026‑02‑05

Application Deadline: 2026‑03‑31 (Applications accepted until 11:59 PM the day prior to the deadline).

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that embraces diverse perspectives is core to our continued growth. We strive to support employees to perform at their best, collaborate effectively, drive innovation, and grow professionally, fostering a workplace based on respect, belonging and opportunity for all.