Senior Associate Wealth Advisor & Financial PlannerLocations: VANCOUVER, British Columbia, Canada
Time Type: Full time
Posted on: Posted 5 Days Ago
Time left to apply: End Date: November 30, 2024 (30+ days left to apply)
Job Requisition ID: R-********
Job Summary Job Description What is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
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 7 years of experience with HNW Clients and this is an "on-site in the office" role.
What will you do?Provide Wealth Management and Financial Planning advice to our HNW ClientsUse proprietary software to prepare Financial Plans for our HNW ClientsWork with other planning experts within RBC to prepare customized planning for the specific needs and objectives of our HNW ClientsDevelop the service plan for Wealth Management advice to our HNW ClientsPromote and support a work environment that inspires innovation, creativity and collaborationWhat must you have to succeed?First class client service skillsAt least 7 years of relevant investment industry experience with HNW ClientsExceptional verbal and written English skills – especially over the telephoneRecognized Professional Designation (such as CPA, CA, CFP, TEP, FEA, CFA, 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 skillsAdvanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)Resident of the BC Lower Mainland and legally able to work in CanadaWhat's in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program which includes competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to build close relationships with clientsThe expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER
City: VANCOUVER
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: ********
Application Deadline: ********
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.
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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