Associate Wealth Advisor & Financial Planner

0000050599 RBC Dominion Securities Inc.; Toronto; On-site; CAD 38,000 - 55,000; Full time

Job summary

A leading investment and wealth management firm in Canada is seeking an Associate Wealth Advisor in Toronto. The successful candidate will deliver bespoke financial planning to High-Net-Worth clients, promoting a collaborative environment that inspires innovation. With a comprehensive rewards program and opportunities for professional growth, this role is ideal for someone with a strong financial planning background.

Benefits

Comprehensive Total Rewards Program

Support from leaders for development opportunities

Dynamic and collaborative team environment

Qualifications

• 3-5 years experience with High-Net-Worth Clients in financial planning.
• Commitment to obtain CFP or PFP designation.
• Advanced Microsoft Office skills (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Provide customized financial planning advice and wealth management strategies.
• Work with team and internal experts to prepare planning for HNW Clients.
• Develop service plans for ongoing financial advice.

Skills

Customer Service

Investment Management

Decision Making

Education

Bachelor’s Degree from a recognized university

Recognized Professional Designation (e.g., CPA, CFA, CFP)

Tools

Proprietary financial planning software

Microsoft Office Suite

Job description

What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and fast growing private client wealth management business. As an Associate Wealth Advisor & Financial Planneryour role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients. As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 3-5 years of experience dealing with HNW Clients as a Financial Planner and this is an on-site and in-the-office role.What will you do?

• Provide bespoke financial planning advice and wealth management strategies
• Use proprietary software to prepare financial plans
• Work with the Portfolio Manager & Wealth Advisor and his 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 must you have to succeed?

• At least 3-5 years of relevant investment industry & financial planning 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 or PFP 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)
• Resident of the BC Lower Mainland and legally able to work in Canada

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 include 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 building close relationships with clients

The expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.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 :

City : VANCOUVER

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : Wealth Management

Job Type : Regular

Posted Date : 2024-02-16

Application Deadline :

2024-05-31

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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