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Added 7 mins ago
SC
Universal Financial Associate - Blackfalds
Servus Credit Union
Blackfalds, AB
- Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 7 mins ago
CC
Account Representative 3 - RC - Union
Coastal Community
Nanaimo, BC
- Full-time
Accountable for the achievement of goals through effective sales and service initiatives.
Added 7 mins ago
CC
Account Representative 3 - RC - Union
Coastal Community
BC · Nanaimo, BC · Courtenay, BC
- Full-time
Accountable for the achievement of goals through effective sales and service initiatives.
Added 7 mins ago
LD
Store Systems and Administration
London Drugs Limited
Chilliwack, BC
- $18.25 to $21.58 CAD / hour
- Other
Provide prompt and efficient customer service based on 10/10 Sales Challenge philosophy
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CC
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Red Deer, AB
- Part-time
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Added 7 mins ago
RB
Senior Manager, Treasury Solutions, Capital Markets
Royal Bank of Canada
Toronto, ON
- Full-time
As the Senior Manager, Treasury Solutions, with RBC’s Treasury Solutions Capital Markets Coverage team, you will be responsible to proactively provide advice and enable clients to leverage…
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Relationship Manager Intern, Commercial Financial Services
Royal Bank of Canada
Richmond, BC
- Full-time
As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre…
Added 21 mins ago
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Lead Implementation Manager
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Vancouver, BC
- Full-time
…insurance practitioners, the ability to deliver this level of service finally becomes…
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Coordinator, Region Office Operations (12 Months Contract) - North York, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
Administrative Support: Offering additional administrative assistance to the Manager, Region Office Operations as needed.
Added 21 mins ago
A
Operations Manager
ABB
Mississauga, ON
- Full-time
Collaborates with Customer Service, Sales & Applications to review solutions, identify risks, and implement plans to ensure profitability.
Added 21 mins ago
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Software Implementation Specialist
CATALIS
AB · Edmonton, AB
- Full-time
Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations at the municipal, county, state, and federal…
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Sales Manager - Heavy Equipment Mining
The Headhunters Recruitment
AB · Edmonton, AB
- Full-time
We’re looking for a Sales Manager – Heavy Equipment Mining for our client, Boundary Mining Group.
Added 21 mins ago
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Account Manager
Prime Material Handling Equipment Limited
Dartmouth, NS
- $80,000 to $300,000 CAD / year
- Full-time
Prime Material Handling is looking for a driven Account Manager who wants to build a successful career in equipment sales. This isn't a desk job. We're looking for someone who wants to get…
Added 21 mins ago
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Senior Product Manager, Platform / OS
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Toronto, ON
- Full-time
We are looking for a strategic, growth-focused, collaborative, and experienced product manager to lead Roku’s viewer (OS / Platform) product management function in Canada. In this role, you…
Added 21 mins ago
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Account Manager
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Toronto, ON
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Traduire les guides EDI des détaillants et les manuels de conformité des fournisseurs en exigences claires pour les équipes des Opérations, du Service à la clientèle et des Finances.
Added 37 mins ago
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Customer Service Officer I, Business Banking
TD
Victoria, BC · Nanaimo, BC
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The Customer Service Officer (CSO) position supports teams of Relationship Managers/Analysts and/or Account Managers in meeting the day to day needs of the customers of those portfolios, as…
Added 52 mins ago
A
Audiologist or Hearing Instrument practitioner
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Carbonear, NL
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Work with the Manager to track sales trends, and identify best-selling products
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Warehouse Supervisor
ADM
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…bagged flour per day. The position directly reports to the Plant Manager and works closely with Plant Superintendent to ensure safe, efficient, and reliable daily…
Added 52 mins ago
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General Labourer
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Added 52 mins ago
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Sales Representative
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Opportunity for career advancement - This job could allow you to become a Lead, Sales and even Manager of your own store!
Added 52 mins ago
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Account Executive
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- Full-time
…work closely with individuals from other departments including Sales, Trading, Analysis, Product and Marketing; not only within Canada but across our Global footprint. This presents a…
Added 52 mins ago
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Team Lead (Part time) - RW&CO Metrotown
RW&CO
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Model a customer-first mindset by leading on the sales floor, resolving customer concerns, and ensuring every interaction reflects our service standards.
Added 52 mins ago
AI
General Labourer (Ferrous Receiver)
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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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Applications open in a new tab.

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.

Join our Talent Community

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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