Associate Wealth Advisor / Financial Planner

RBC; Vernon; On-site; CAD 38,000 - 55,000; Full time

Job summary

An established industry player is seeking an Associate Wealth Advisor to join their dynamic team in Vernon. In this pivotal role, you will deliver tailored financial planning advice and wealth management strategies to high-net-worth clients. Your expertise will be crucial in collaborating with internal specialists to create customized plans that meet clients' unique needs. This position offers the opportunity to thrive in a supportive environment that values innovation and teamwork. If you are passionate about making a difference in clients' financial journeys, this is the perfect opportunity for you.

Benefits

Comprehensive Total Rewards Program

Competitive Compensation

Bonuses

Pension Plan

Flexible Benefits

RBC Share Purchase Plan

Coaching and Development Opportunities

Qualifications

• 7+ years of investment industry experience with HNW clients.
• Commitment to obtain CFP designation if not already held.

Responsibilities

• Provide bespoke financial planning advice to HNW clients.
• Liaise with professional advisors to execute wealth management strategies.

Skills

Client Service Skills

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Performance Measurement

Education

Bachelor’s Degree

Professional Designation (CPA, CA, FEA, CFA, CFP, LLB)

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Proprietary Financial Software

Job description

Job Summary

Job Description

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.

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?

• 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.

The expected salary range for this position is $38,000 - $55,000.

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

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: 2025-02-04

Application Deadline: 2025-04-12

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.

Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.