Wealth Planning Associate — Investment Advisor for HNW

RBC Dominion Securities; Vernon; On-site; CAD 85,000 - 150,000; Full time

Job summary

A leading financial services provider in Canada is looking for an Associate Investment Advisor in Vernon. This role involves deepening client relationships, offering tailored financial planning advice, and collaborating with internal experts. Candidates should have at least 7 years of industry experience related to high-net-worth clients, superior communication skills, and a Bachelor's degree in a relevant field. The position offers competitive compensation, a comprehensive rewards program, and opportunities for professional growth.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Opportunities for challenging work

Dynamic and collaborative team environment

Qualifications

• At least 7 years of relevant investment industry experience with HNW clients.
• Experience using proprietary software to prepare financial plans.
• Ability to collaborate with internal planning experts.

Responsibilities

• Provide bespoke financial planning advice and wealth management strategies.
• Develop service plans for ongoing financial planning and advice.
• Liaise with professional advisors to ensure execution of wealth management strategies.

Skills

First-class client service skills

Exceptional verbal and written English skills

Advanced Microsoft Office skills

Attention to detail

Strong organizational skills

Strong problem-solving and analytical skills

Education

Bachelor’s degree from a recognized university

Recognized professional designation (such as CPA, CA, FEA, CFA, CFP, LLB)

Commitment to obtain CFP designation

IIROC licensed as a Registered Representative (RR) or willingness to obtain

Job description

A leading financial services provider in Canada is looking for an Associate Investment Advisor in Vernon. This role involves deepening client relationships, offering tailored financial planning advice, and collaborating with internal experts. Candidates should have at least 7 years of industry experience related to high-net-worth clients, superior communication skills, and a Bachelor's degree in a relevant field. The position offers competitive compensation, a comprehensive rewards program, and opportunities for professional growth.