Wealth Strategy Associate - Client Growth & Planning

RBC Dominion Securities; Vancouver; On-site; CAD 40,000 - 55,000; Full time

Benefits offered by this job

Comprehensive Total Rewards Program

Competitive compensation

Flexible benefits

Leadership support

Opportunities for challenging work

Job summary

A leading financial services company in Vancouver is seeking a talented individual to support client service and investment planning. The ideal candidate will have substantial experience in the investment industry, excellent communication skills, and be a Registered Representative (RR). This full-time position offers competitive compensation and flexible benefits. Join a dynamic team dedicated to helping clients thrive and making a lasting impact in the community.

Qualifications

• Approval as a Registered Representative (RR) with IIROC.
• Completion of the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam.
• Four or more years of professional experience within the investment industry.
• Financial Planning experience working with HNW clients.
• Exceptional written and verbal communication skills.
• Meticulous attention to detail, strong problem-solving and analytical skills.
• Highly developed client service skills.

Responsibilities

• Facilitate meetings and events with clients and prospects.
• Provide proactive client service and problem resolution.
• Own client account inquiries and follow-ups.
• Assist in building and executing business plans.
• Identify asset-consolidation opportunities.
• Support new client acquisition.

Skills

Customer Service

Investment Management

Decision Making

Interpersonal Relationship Management

Investment Performance Measurement

Education

University degree or equivalent

Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation

Tools

Microsoft Office Suite

Job description

A leading financial services company in Vancouver is seeking a talented individual to support client service and investment planning. The ideal candidate will have substantial experience in the investment industry, excellent communication skills, and be a Registered Representative (RR). This full-time position offers competitive compensation and flexible benefits. Join a dynamic team dedicated to helping clients thrive and making a lasting impact in the community.