Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Associate Wealth Advisor & Financial Planner

Job Description

What will you do?

Provide Wealth Management and Financial Planning advice to our HNW Clients

Use proprietary software to prepare Financial Plans for our HNW Clients

Work with other planning experts within RBC (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other professional specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)

Develop the service plan for Wealth Management advice to our HNW Clients

Develop and implement tracking of Wealth Management service plan and follow-ups

Promote and support a work environment that inspires innovation, creativity and collaboration

What must you have to succeed?

First class client service skills

At least 5 years of relevant investment industry experience with HNW Clients

Exceptional verbal and written English skills – especially over the telephone

Recognized Professional Designation (such as CFA, CPA, CIM, etc.)

Recognized Financial Planning Designation (such as CFP, PFP or QAFP, etc.)

Commitment to obtain CFP designation (if not already held)

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

Attention to detail and strong organizational skills

Advanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)

Resident of the BC Lower Mainland and legally able to work in Canada

What’s in it for you?

We thrive on the challenge to be our best, to think progressively and to keep growing.  We work together to deliver trusted advice to help our clients thrive.  We care about each other, about reaching our potential, making a difference to our communities and achieving mutual success.  RBC Dominion Securities offers:

A comprehensive Total Rewards Program including competitive compensation, bonuses, pension, flexible benefits and RBC share purchase plan

Leaders who support your development through coaching and managing opportunities

The ability to make a difference and lasting impact to our clients

Work in a dynamic, collaborative and high-performing team

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same.  Reasonable accommodation is available where required by law.

Job Summary

What is the opportunity?

The RBC Dominion Securities Inc. downtown Vancouver office in Royal Centre is seeking an integral member of a successful and growing private client wealth management business. As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients. As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 5 years of experience with HNW Clients and this is an “on-site in the office” role.

Address:

VANCOUVER, British Columbia, Canada

City:

CAN-BC-VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2022-03-27-07:00

Application Deadline:

2022-04-29-07:00

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.