Associate Wealth Advisor / Financial Planner

RBC; Vernon; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading investment firm in Vernon, Canada, is seeking an Associate Wealth Advisor to provide tailored financial planning and wealth management for High-Net-Worth clients. This full-time role requires excellent client service skills, extensive experience in the investment industry, and a commitment to professional development. The firm offers a robust rewards program and supports a collaborative work environment.

Benefits

Competitive compensation

Bonuses

Flexible benefits

Pension plan

Qualifications

• At least 7 years of relevant investment industry experience with HNW Clients.
• Commitment to obtain CFP designation if not already held.
• IIROC licensed as a Registered Representative (RR) or willingness to obtain.

Responsibilities

• Provide customized financial planning advice and strategies.
• Liaise with professional advisors of HNW Clients to execute planning advice.
• Develop service plans for ongoing financial management.

Skills

Client service skills

Verbal and written communication

Organizational skills

Investment management

Education

Bachelor’s Degree

Recognized Professional Designation

Tools

Microsoft Office

Job description

Overview

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Vernon, BC is seeking an Associate Wealth Advisor to join a successful Advisory Team. As Associate Wealth Advisor, your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients.

Responsibilities

• 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

Qualifications

• 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)

What’s in it for you?

We thrive on the challenge to be our best, to think progressively and to keep growing. We work together to deliver trusted advice to help our clients thrive. We care about each other, about reaching our potential, about making a difference to our communities and achieving mutual success. RBC Dominion Securities offers:

• A comprehensive Total Rewards Program including competitive compensation, bonuses, pension, flexible benefits and RBC share purchase plan
• Leaders who support your development through coaching and managing opportunities
• The ability to make a difference and lasting impact to our clients
• Work in a dynamic, collaborative and high-performing team

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.

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 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: 2701 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: 2025-09-18

Application Deadline: 2025-10-16

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.