Associate Wealth Advisor — HNW Planning & Strategy

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

Job summary

A leading investment and wealth management firm in Vernon, Canada is looking for an Associate Wealth Advisor to provide customized financial planning and wealth management strategies to High-Net-Worth clients. The successful candidate will have at least 7 years of relevant experience, a Bachelor’s degree, and a commitment to a professional designation. This role offers a competitive compensation package, including bonuses and a flexible rewards program.

Benefits

Comprehensive Total Rewards Program

Opportunities for coaching and development

Dynamic, collaborative team environment

Qualifications

• At least 7 years of relevant investment industry experience with HNW Clients.
• Exceptional verbal and written English skills – especially over the telephone.
• Attention to detail and strong organizational skills.
• IIROC licensed as a Registered Representative (RR) or willingness to obtain.

Responsibilities

• Provide bespoke financial planning advice and wealth management strategies.
• Liaise with professional advisors of HNW Clients to execute planning.
• Develop the service plan for ongoing financial planning.
• Promote a work environment that inspires innovation.

Skills

Customer Service

Investment Management

Decision Making

Interpersonal Relationship Management

Investment Performance Measurement

Education

Bachelor’s Degree from a recognized university

Recognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)

Commitment to obtain CFP designation

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Proprietary financial planning software

Job description

A leading investment and wealth management firm in Vernon, Canada is looking for an Associate Wealth Advisor to provide customized financial planning and wealth management strategies to High-Net-Worth clients. The successful candidate will have at least 7 years of relevant experience, a Bachelor’s degree, and a commitment to a professional designation. This role offers a competitive compensation package, including bonuses and a flexible rewards program.