Associate Wealth Advisor/Financial Planner Jobs in Vancouver, Canada at 0000050599 RBC Dominion Securities Inc.
Position: Associate Wealth Advisor / Financial Planner
Job Description
What is the 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.
What will you do?
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. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
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.
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. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.
What do you need to succeed?
Must-have
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
What’s in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
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
The expected base salary range for this position is $40,000 – $60,000.
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
Account Management, Client Acquisitions, Client Prospecting,…
Title: Associate Wealth Advisor/Financial Planner
Company: 0000050599 RBC Dominion Securities Inc.
Location: Vancouver, Canada
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