Associate Wealth Advisor / Financial Planner
Top Benefits
About the role
Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities branch located in Vernon, BC is seeking an Associate Wealth Advisor to join a successful Advisory Team. As Associate Wealth Advisor your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients.
What will you do?
- Provide bespoke financial planning advice and wealth management strategies
- Use proprietary software to prepare financial plans
- Work with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)
- Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategies
- Develop the service plan for ongoing financial planning and wealth management advice
- Promote and support a work environment that inspires innovation, creativity and collaboration
What must you have to succeed?
- First class client service skills
- At least 7 years of relevant investment industry experience with HNW Clients
- Exceptional verbal and written English skills – especially over the telephone
- Recognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)
- Commitment to obtain CFP designation (if not already held)
- Bachelor’s Degree from a recognized university
- IIROC licensed as a Registered Representative (RR) (or willingness to obtain)
- Attention to detail and strong organizational skills
- Advanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
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
Address:
2701 HWY 6:VERNON
City:
Vernon
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-18
Application Deadline:
2025-10-16
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.
Associate Wealth Advisor / Financial Planner
Top Benefits
About the role
Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities branch located in Vernon, BC is seeking an Associate Wealth Advisor to join a successful Advisory Team. As Associate Wealth Advisor your role is to deliver customized financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients.
What will you do?
- Provide bespoke financial planning advice and wealth management strategies
- Use proprietary software to prepare financial plans
- Work with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies)
- Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategies
- Develop the service plan for ongoing financial planning and wealth management advice
- Promote and support a work environment that inspires innovation, creativity and collaboration
What must you have to succeed?
- First class client service skills
- At least 7 years of relevant investment industry experience with HNW Clients
- Exceptional verbal and written English skills – especially over the telephone
- Recognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.)
- Commitment to obtain CFP designation (if not already held)
- Bachelor’s Degree from a recognized university
- IIROC licensed as a Registered Representative (RR) (or willingness to obtain)
- Attention to detail and strong organizational skills
- Advanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
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
Address:
2701 HWY 6:VERNON
City:
Vernon
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-18
Application Deadline:
2025-10-16
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.