What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

As an integral member of a successful and growing private-client discretionary wealth management team, your role as a Associate Wealth Advisor and Financial Planner is to deliver high value customized advice and wealth management strategies to High Net-Worth (HNW) clients. As a valued partner, you will also assist with client management, opportunity spotting and potential for business development.

Business Delivery & Operational Management

• Work with our team and other experts in our Financial Planning and Estate Planning group to prepare comprehensive plans to meet client’s specific needs in the areas of financial, investment, retirement and risk management.
• Deliver presentations to clients, COIs, prospects, and educate business owners about wealth management options/strategies, or recent developments (budget changes, taxes, etc.)
• Promote and support a work environment that inspires innovation, creativity, collaboration and diversity
• Maximize outcomes by actively contributing to the client’s peace of mind and the team’s business development pursuits

Client & Relationship Management

• Assist Portfolio Managers by being a primary relationship manager for a select group of client relationship
• Ability to foster and strengthen existing high/ultra-high net worth client relationships is critical
• Develop strong internal and external networks and referral sources (i.e., Bank professionals, Accountants, Lawyers, etc.)
• Ensuring that each and every client is benefiting from tax minimizing options available to them (Inc. RRSPs, TFSA, IPPs, Spousal loans, Trusts and insurance strategies
• In coordination with our team, effectively respond to client account inquiries and take ownership of follow-ups
• Ability to make a difference and lasting impact

Must-have

• CFP designation
• A minimum of 2+ years of relevant industry experience

Nice-to-have

• A background in one of the following areas would be considered an asset:
  • Similar role with another investment dealer
  • Financial Planner

What’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 include competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

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

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERVANCOUVERCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-06-192025-07-12

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.