Associate Wealth Advisor / Financial Planner
Associate Wealth Advisor / Financial Planner
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Job Description
Job Summary
Job Description
What is the opportunity
RBC Dominion Securities is Canadas 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 branch located in Vernon BC is seeking an Associate Wealth Advisor to join a successful Advisory Team. As Associate Wealth Advisor your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients.
What will you do
- Provide bespoke financial planning advice and wealth management strategies
- Use proprietary software to prepare financial plans
- Work with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning Estate Planning Business Owner Planning Trust Planning Charitable Planning Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies holding company strategies executive compensation arrangements individual pension plans retirement compensation arrangements gifting of securities charitable planning trust insurance and other strategies)
- Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategies
- Develop the service plan for ongoing financial planning and wealth management advice
- 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 7 years of relevant investment industry experience with HNW Clients
- Exceptional verbal and written English skills especially over the telephone
- Recognized Professional Designation (such as CPA CA FEA CFA CFP LLB etc.)
- Commitment to obtain CFP designation (if not already held)
- Bachelors Degree from a recognized university
- 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)
Whats 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 about 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
Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors including but not limited to the candidates experience skills registration status performance individual goals; market conditions; and business needs.
The expected salary range for this position is $38000 - $55000.
This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.
RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting engaging and retaining talent that:
- Drives RBCs high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service Customer Service Management Decision Making Interpersonal Relationship Management Investment Management Investment Performance MeasurementAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Required Experience:
IC
Employment Type
Full-Time
