Associate Wealth Advisor and Financial Planner
Royal Bank of Canada
- Vancouver, BC
- $38,000-55,000 per year
- Permanent
- Full-time
- Work with our team and other experts in our Financial Planning and Estate Planning group to prepare comprehensive plans to meet client’s specific needs in the areas of financial, investment, retirement and risk management.
- Work with clients and provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
- Deliver presentations to clients, COIs, prospects, and educate business owners about wealth management options/strategies, or recent developments (budget changes, taxes, etc.)
- Promote and support a work environment that inspires innovation, creativity, collaboration and diversity
- Maximize outcomes by actively contributing to the client’s peace of mind and the team’s business development pursuits
- Develop strong internal and external networks and referral sources.
- Develop strong internal and external networks and referral sources (ie, Bank professionals, Accountants, Lawyers, etc.)
- Ability to foster and strengthen existing high/ultra-high net worth client relationships is critical
- Help clients and their professional accountants for year-end tax filing prep.
- Ensuring that each and every client is benefiting from tax minimizing options available to them (Inc. RRSPs, TFSA, IPPs, RCAs Spousal loans, Trusts and insurance strategies
- Maintaining up to date records of clients’ net-worth and cash flow statements
- Reviewing Tax returns (T1, T3 etc.) to look for tax planning opportunities and working with their professional accountants and lawyers for implementation of the suitable options
- Working with clients to achieve their charitable and legacy planning goals
- Ability to make a difference and lasting impact
- CPA designation
- A minimum of 5+ years of relevant industry experience
- Experience interacting with High-Net-Worth clients.
- In-depth tax course
- A background in one of the following areas would be considered an asset:
- Tax manager with a reputable accounting firm
- Similar role with another investment dealer
- Financial Planner
- CFP Designation
- Other Finance Designations
- Life Insurance Designations
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value