Rising Wealth Advisor — Client Growth & Service

RBC Dominion Securities; Vancouver; On-site; CAD 38,000 - 60,000; Full time

Job summary

RBC Dominion Securities, Canada’s leading full‑service investment and wealth management firm, seeks an Associate Advisor in Vancouver. You will support an Investment Advisor team, provide proactive client advice, deepen relationships and help grow the business by welcoming new clients and identifying opportunities.

Responsibilities include coordinating meetings, delivering client service, handling inquiries, and assisting with asset consolidation and referrals.

Qualifications

• Approval as a Registered Representative (RR) with IIROC is required.
• At least 2 years of professional investment industry experience in a similar role.
• Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam completed.
• A university degree is required.

Responsibilities

• Provide proactive client service to the Investment Advisor team and clients.
• Support meetings, prepare materials, and follow up on action items.
• Identify opportunities for asset consolidation and referrals.
• Assist in client acquisition and relationship development.
• Coordinate with internal wealth management specialists to streamline processes.

Skills

Regulatory compliance

Bilingual English & Mandarin

Client relationship management

Education

University degree

Tools

Microsoft Office Suite

Job description

RBC Dominion Securities, Canada’s leading full‑service investment and wealth management firm, seeks an Associate Advisor in Vancouver. You will support an Investment Advisor team, provide proactive client advice, deepen relationships and help grow the business by welcoming new clients and identifying opportunities.

Responsibilities include coordinating meetings, delivering client service, handling inquiries, and assisting with asset consolidation and referrals.