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Added 4 hours ago
SW
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
Professionals who lead client relationships by collaborating closely with SJF’s Total Wealth and CRIA teams, without holding discretionary registration. We provide the training and support…
Added 5 hours ago
T
PIA Client Service Associate
TD
Montreal, QC
- Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 6 hours ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers…
Added 9 hours ago
RD
Associate, Wealth Management - 18 month contract
RBC Dominion Securities
Mississauga, ON
- Full-time
The RBC Dominion Securities Branch located in Mississauga, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by…
Added 12 hours ago
Customer Experience Associate - Parc & Fairmount, Montreal, QC - 22.5 hours/week
Scotiabank
Montreal, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 19 hours ago
R
Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
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…
Added 19 hours ago
R
Senior Associate
RBC
Vancouver, BC
- Full-time
5 years of experience working in the Wealth Management industry
Added 19 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Added 19 hours ago
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Associate
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 19 hours ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 19 hours ago
R
Client Experience Associate
RBC
Surrey, BC
- Full-time
The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.
Added 22 hours ago
NA
Account Manager, Group Benefits
NFP, an Aon company (Canada)
Kitchener, ON
- Full-time
…will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and…
Added 23 hours ago
S
Customer Experience Associate - Clarenville, NFLD - 18.75 hours/week
Scotiabank
Clarenville, NL
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 1 day ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 1 day ago
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Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
Typically 7+ years of relevant experience in investment management, wealth management, product management, business transformation, strategy, project delivery, or a related field, and a…
Added 1 day ago
MF
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 1 day ago
RJ
Associate Financial Advisor/Financial Advisor
Raymond James
Vancouver, BC
- Full-time
Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our…
Added 1 day ago
CL
Actuarial Analyst/Associate
Canada Life
Toronto, ON
- Full-time
This role may be filled at either the Actuarial Analyst or Actuarial Associate level. Placement will be determined based on the successful candidate's actuarial exam progress, experience,…
Added 1 day ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
Typically 7+ years of relevant experience in investment management, wealth management, product management, business transformation, strategy, project delivery, or a related field, and a…
Added 1 day ago
MF
District Sales Associate
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 1 day ago
MF
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 1 day ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary…
Added 1 day ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Reporting to a Senior Relationship Manager the Senior Associate will provide relationship management and analytical support in helping to grow existing relationships and develop net new…
Added 1 day ago
Senior Customer Experience Associate - Radisson Branch, AB (15 hours/week)
Scotiabank
Calgary, AB
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…

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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