Top Benefits
About the role
Job Description
What is the opportunity?
The RBC Dominion Securities Thurlow branch in downtown Vancouver is seeking a talented, self-directed Associate Advisor to join one of our Executive Council teams. You will work as a Relationship Manager providing customized financial planning advice and wealth management strategies to High-Net-Worth (HNW) clients.
As an integral team member, you will collaborate and work closely with an experienced Senior Portfolio Manager and a dedicated team of 5. This role is ideal for someone with a background in wealth management or financial planning, looking to deepen their client relationship skills. 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 and wealth management strategies.
- Work closely with the Senior Portfolio Manager, and RBC planning experts (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 inquires 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 inspires innovation and creativity.
What do you need to succeed?
Must-have
- At least 5 years of experience in the securities or wealth management industry, ideally with
- HNW clients and at least 2 years 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, CPA, CFP, PFP, CIM).
- First-class client service skills with a client-focused approach.
- Exceptional verbal and written communication skills.
- Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
- Attention to detail with 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.
- Passion for capital markets and financial planning.
- Experience working with Salesforce or other CRM tools.
- Commitment to intergenerational wealth planning and community engagement.
- Strong interest in environmental causes.
- Commitment to obtaining the CFP designation if not already held.
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.
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
745 THURLOW ST:VANCOUVER
City:
Vancouver
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-11
Application Deadline:
2025-09-27
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
Job Description
What is the opportunity?
The RBC Dominion Securities Thurlow branch in downtown Vancouver is seeking a talented, self-directed Associate Advisor to join one of our Executive Council teams. You will work as a Relationship Manager providing customized financial planning advice and wealth management strategies to High-Net-Worth (HNW) clients.
As an integral team member, you will collaborate and work closely with an experienced Senior Portfolio Manager and a dedicated team of 5. This role is ideal for someone with a background in wealth management or financial planning, looking to deepen their client relationship skills. 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 and wealth management strategies.
- Work closely with the Senior Portfolio Manager, and RBC planning experts (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 inquires 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 inspires innovation and creativity.
What do you need to succeed?
Must-have
- At least 5 years of experience in the securities or wealth management industry, ideally with
- HNW clients and at least 2 years 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, CPA, CFP, PFP, CIM).
- First-class client service skills with a client-focused approach.
- Exceptional verbal and written communication skills.
- Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.
- Attention to detail with 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.
- Passion for capital markets and financial planning.
- Experience working with Salesforce or other CRM tools.
- Commitment to intergenerational wealth planning and community engagement.
- Strong interest in environmental causes.
- Commitment to obtaining the CFP designation if not already held.
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.
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
745 THURLOW ST:VANCOUVER
City:
Vancouver
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-11
Application Deadline:
2025-09-27
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.