Wealth Planning Associate — Growth & Client Impact

RBC; Vancouver; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Total rewards program

Stock options

Job summary

RBC Dominion Securities Vancouver Main branch seeks an Associate Wealth Advisor / Financial Planner to work with a high-performing Investment Advisor team, delivering proactive advice and client service to deepen relationships and grow the book.

You will apply your financial planning background with HNW clients, participate in meetings, prepare materials, and help coordinate across RBC partners while pursuing business plans and client segmentation initiatives.

Qualifications

• Approval as a Registered Representative (RR) with IIROC.
• Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam.
• 4+ years of professional experience within the investment industry.
• Financial Planning experience working with HNW clients.
• Exceptional written and verbal communication skills.
• University degree.
• Strong skills with business applications/technology, including Microsoft Office Suite.

Responsibilities

• Assist Investment Advisor in client meetings and planning.
• Identify opportunities for asset consolidation and referrals across the client base.
• Provide proactive client service and timely follow-ups with clients.
• Coordinate activities with internal Wealth Management specialists and RBC partners.
• Support client acquisition and relationship management.

Skills

RR IIROC Registration

CIRE Exam

Retail Securities Exam

Financial Planning

Communication

Office Software

Education

University degree

Financial Planning credentials

Tools

Microsoft Office

Job description

RBC Dominion Securities Vancouver Main branch seeks an Associate Wealth Advisor / Financial Planner to work with a high-performing Investment Advisor team, delivering proactive advice and client service to deepen relationships and grow the book.

You will apply your financial planning background with HNW clients, participate in meetings, prepare materials, and help coordinate across RBC partners while pursuing business plans and client segmentation initiatives.