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 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 strategiesUse proprietary software to prepare financial plansWork 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 strategiesDevelop the service plan for ongoing financial planning and wealth management advicePromote and support a work environment that inspires innovation, creativity and collaboration

What 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, FEA, CFA, CFP, LLB, etc.)Commitment to obtain CFP designation (if not already held)Bachelor’s Degree from a recognized universityIIROC 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)

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, 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 planLeaders who support your development through coaching and managing opportunitiesThe ability to make a difference and lasting impact to our clientsWork in a dynamic, collaborative and high-performing team

The 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.

RBC’s 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 RBC’s high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

2701 HWY 6:VERNON

City:

VERNON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-02-04

Application Deadline:

2025-03-08

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 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 jobs.rbc.com.