Associate Wealth Advisor

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

Job summary

A leading financial services firm seeks an Associate Advisor in Vancouver. Responsibilities include supporting investment advisors, conducting client meetings, and researching market trends. Candidates must have 4+ years in the investment industry, strong communication skills, and approval as a Registered Representative. The position offers a competitive salary ranging from $40,000 to $55,000, with opportunities for growth in a high-performing team environment.

Benefits

Competitive compensation

Flexible benefits

Opportunities for professional development

Qualifications

• Approval as a Registered Representative (RR) with IIROC is mandatory.
• Must have 4+ years of professional experience in the investment industry.
• Financial Planning experience with high-net-worth clients is essential.

Responsibilities

• Facilitate meetings and events for the Investment Advisor with clients.
• Provide proactive client service through problem resolution.
• Conduct ongoing research on markets and investments for the advisory team.

Skills

Exceptional written and verbal communication skills

Strong skills with Microsoft Office Suite

Meticulous attention to detail

Strong problem solving and analytical skills

Highly developed client service skills

Education

University degree or equivalent

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

Job description

The RBC Dominion Securities Vancouver Main branch is seeking a talented, self‑directed individual with a growth and goals oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm.

What will you do?

• Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post‑meeting work and attend client meetings when required.
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively respond to client account inquiries and take ownership of follow‑ups.
• Help build and execute business plans, client segmentation exercises, and client service plans.
• Identify opportunities for asset consolidation and referrals across the existing client base.
• Support your advisory team with new client acquisition.
• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
• Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
• Support both the advisory team and our clients throughout the Wealth Management process. 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
• Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
• 4 years or more of professional experience within the investment industry
• Financial Planning experience working with HNW clients
• Exceptional written and verbal communication skills
• Strong skills working with business applications/technology, including Microsoft Office Suite
• Meticulous attention to detail and 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?

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 includes 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 build close relationships with clients

The expected base salary range for this position is $40,000 - $55,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and play 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

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.