Associate Wealth Advisor

At least 7 years of experience in the securities or wealth management industry, ideally with HNW clients 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, especially over the phone.
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.

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 inquiries 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.