Associate Wealth Advisor - RBC, Vancouver

About this opportunity

The RBC Dominion Securities Vancouver Main branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper. As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working with clients directly.

Responsibilities

• Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects.
• Tap into your superior problem resolution skills to provide proactive client service.
• Effectively respond to client account inquiries and take ownership of follow-ups.
• Help build and execute business plans, client segmentation exercises, and client service plans.
• Identify opportunities for asset consolidation and referrals across the existing client base.
• Support your advisory team with new client acquisition.
• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
• Provide trading and / or portfolio rebalancing support.
• Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
• Support both the advisory team and our clients throughout the Wealth Management process by coordinating activities with internal Wealth Management specialists, managing documentation, tracking progress and following up.

Qualifications

• Approval as a Registered Representative (RR) with IIROC
• Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
• 4 years or more of professional experience within the investment industry
• Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
• Financial Planning experience working with HNW clients
• Exceptional written and verbal communication skills
• University degree
• Strong skills working with business applications/technology, including Microsoft Office Suite
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly developed client service skills

About the employer

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients