Plan client meetings and deliver wealth management support as an Associate Wealth Advisor with RBC Dominion Securities in Vancouver. Use financial planning and problem resolution skills.
The Vancouver Main branch seeks a self-directed Associate Wealth Advisor with a growth- and goals-oriented mindset. You will support an Investment Advisor through client service, account follow-ups, documentation, and meeting coordination. The work includes research, business planning, and relationship management.
Key Responsibilities:
- Facilitate Investment Advisor meetings and client events
- Prepare agendas, documentation, and post-meeting follow-ups
- Resolve account inquiries and coordinate timely solutions
- Support business plans, segmentation, and service plans
- Research markets and investments for advisory updates
Requirements:
- Registered Representative approval with IIROC
- CIRE and Retail Securities Exam completion
- At least four years investment industry experience
- CFP or PFP designation and HNW planning experience
- University degree and strong Microsoft Office skills
Apply financial planning, client service, and analytical skills while supporting advisory teams and clients at RBC Dominion Securities Vancouver.
Associate Wealth Advisor Vancouver employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
