Associate Wealth Advisor & Financial Planner
Royal Bank of Canada
- Vancouver, BC
- $38,000-55,000 per year
- Permanent
- Full-time
- 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
- First class client service skills
- At least 3-5 years of relevant investment industry & financial planning 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 or PFP 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)
- Resident of the BC Lower Mainland and legally able to work in Canada
- 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