City : Vancouver

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What is the opportunity?

The RBC Dominion Securities Inc. downtown Vancouver (Thurlow) office is seeking a talented, self-directed Associate Advisor. You will work as a relationship manager providing customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients.  

As an integral team member, you will collaborate and work closely with an experience Senior Portfolio Manager and a dedicated team. This role is ideal for someone with a background in wealth management or financial planning, looking to deepen their client relationship skills and grow toward an independent advisory role. This is an on-site, in-office position based in Vancouver.

What will you do?

• Provide primary relationship support for a select group of HNW clients, delivering bespoke financial planning advice and wealth management strategies
• Work closely with the Portfolio Manager and RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Charitable Planning, Insurance Planning and others) to deliver tailored advice.
• Liaise with HNW clients' professional advisors to ensure the execution of financial planning and wealth management strategies.
• Coordinate client meetings, events, follow ups, preparing agendas and relevant documentation.
• Provide proactive advice and support to clients , resolving inquiries efficiently and identifying opportunities for asset consolidation and new business.
• Partner with wealth management specialists to deliver holistic financial solutions.
• Develop and manage the service plan for ongoing financial advice and client relationships.
• Foster a collaborative work environment that inspire innovation and creativity.

What must you have to succeed?

• At least 5 years of experience in the securities or wealth management industry, ideally with HNW clients in client facing roles such as financial planning or associate advisory.
• Strong knowledge of investments and financial strategies.
• Valid Securities License (Registered Representative/Investment Advisor category).
• Professional Designation (CFA)
• First-class client service skills with a client focused approach.
• Exceptional verbal and written communication skills, especially over the phone.
• Advanced proficiency in Microsoft Excel, PowerPoint, Word and Outlook.
• Attention to detail and strong organizational skills.
• Disciplined, process-driven mindset
• Bachelor's degree from a recognized university.
• Resident of the BC Lower Mainland and legally authorized to work in Canada

Nice to have:

• Proven experience managing relationships with high-net-worth clients.
• Ability to identify and drive business growth opportunities.

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 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 candidate’s experience, skills,  registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $38,000 - $55,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

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 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 Measurement

Additional Job Details

745 THURLOW ST:VANCOUVERVANCOUVERCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-04-142025-05-05

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.