Planner Jobs in Balzac, Alberta, Canada
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Balzac, Alberta, Canada
Wealth Management Associate
About the role
Company Description
RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, serving individuals, families, businesses, and organizations for over a century. The firm is dedicated to delivering trusted investment advice, sound financial planning, and innovative wealth management solutions. With a commitment to empowering advisors, RBC Dominion Securities provides best-in-class tools and resources to help grow their practices. Known for its client-first vision, the firm has earned a reputation for excellence in preserving and building wealth.
Role Description
We are seeking a dedicated Wealth Management Associate to join our team in downtown Vancouver. This is a full-time, on-site role where the successful candidate will support a growing senior portfolio manager and wealth advisor’s team in delivering superior client service. Responsibilities include assisting with client portfolios, preparing financial plans, some investment research, monitoring market trends, and providing key administrative support. The Associate will also interact with clients, helping to address their inquiries and provide timely information to meet their wealth management needs.
Qualifications
Strong written and spoken English communication skills
Organized and detail oriented; Strong organizational skills with the ability to prioritize tasks effectively Be responsible to managing timelines and key dates to support exceptional client deliveries Ability to problem solve and work collaboratively to maintain exceptional client experience Clear understanding of internal and regulatory requirements Detail-oriented with the ability to manage sensitive financial information responsibly Financial Planning and Finance expertise to assist in preparing client strategies and interpreting financial data.
Demonstrated proficiency in the wealth management process
Excellent Communication skills, including the ability to effectively engage with clients, internal and external partners and team members. Bachelor’s degree in Finance, Business, Economics, or a related field is required; Certified Financial Planner (CFP) or similar designation is an asset. Proficiency in financial software, reporting tools, and Microsoft Office Suite. Keen attention to detail and the ability to prioritize tasks in a fast-paced and shifting of priorities environment.
RBC Dominion Securities experience an asset
Must-have
Canadian Investment Regulatory Exam, CIRE Strong skills working with business applications/technology, including Microsoft Office Suite High quality time management and organization skills Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients Exceptional verbal and written communication skills
Nice-to-have
Knowledge of RBC Dominion Securities’ systems and procedures Experience in the securities industry is an asset Insurance knowledge Financial planning knowledge Tax and estate planning knowledge
Not the right fit? Search for Wealth Management Associate jobs in Vancouver, British Columbia, Canada
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
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