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Added 1 min ago
HR
Spécialiste Skims-Temps plein
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Montreal, QC
- Full-time
The Specialist, Designated Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DSA) is also…
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HR
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- Full-time
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R
Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working with clients directly.
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R
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RBC

Associate Wealth Advisor / Financial Planner

Vancouver, BC, Canada

The expected base salary range for this position is $40,000 - $60,000. · Full-time

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Job details

Pay: The expected base salary range for this position is $40,000 - $60,000.
Job type: Full-time
Apply by: Oct 9, 2026
Experience: 4 years or more of professional experience within the investment industry
Posting language: English
Posted: Sep 25, 2026

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities Vancouver Main branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.

As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working with clients directly.

What will you do?

Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
Effectively respond to client account inquiries and take ownership of follow-ups.
Help build and execute business plans, client segmentation exercises, and client service plans.
Identify opportunities for asset consolidation and referrals across the existing client base
Support your advisory team with new client acquisition.
Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
Trading and / or portfolio rebalancing support.
Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.

What do you need to succeed?

Must-have

Approval as a Registered Representative (RR) with IIROC
Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
4 years or more of professional experience within the investment industry
Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
Financial Planning experience working with HNW clients
Exceptional written and verbal communication skills
University degree
Strong skills working with business applications/technology, including Microsoft Office Suite
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
Challenging work that will help you grow professionally
Ongoing opportunities to build close relationships with clients

The expected base salary range for this position is $40,000 - $60,000.

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

Account Management, Client Acquisitions, Client Prospecting, Communication, Customer Success, Decision Making, Financial Planning, Financial Regulation, Group Problem Solving, Investment Risk Management, Planning, Teamwork, Wealth Management

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-15

Application Deadline:

2026-10-09

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

The Associate Wealth Advisor will provide proactive financial planning advice and support to clients while assisting the Investment Advisor in deepening existing relationships. The role involves identifying new business opportunities, managing client meetings, and coordinating with internal Wealth Management specialists to ensure high-quality service.

Requirements

Candidates must hold a Registered Representative (RR) approval with IIROC and possess a Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation. A minimum of 4 years of professional experience in the investment industry and a university degree are required.

Skills

Account management
Client acquisition
Client prospecting
Communication
Customer success
Decision making
Financial planning
Financial regulation
Group problem solving
Investment risk management
Planning
Teamwork
Wealth management
Portfolio rebalancing
Market research

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
IIROC
CFP
PFP
Investment Advisor
HNW Clients
Portfolio Rebalancing
Client Segmentation
Business Planning
Microsoft Office Suite
Market Research
Asset Consolidation
Relationship Management
Registered Representative
CIRE
Retail Securities Exam

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