Associate Wealth Advisor
Description
The RBC Dominion Securities Uptown branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with portfolio managers to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners. You will integrate financial planning into the core client experience, helping clients make informed decisions across various financial aspects such as retirement, tax, estate, insurance, and wealth transfer planning. The ideal candidate will be a natural relationship manager with a financial planning background, enjoying direct client interaction and thriving in a collaborative environment.
What We're Looking For
Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning.,Prepare wealth projections and modeling using firm tools to support client objectives.,Attend client meetings with advisors and help translate complex planning concepts into actionable strategies.,Identify opportunities for asset consolidation, referrals, and planning improvements within the client base.,Partner with portfolio managers to integrate financial planning into the core client experience.,Coordinate with internal specialists, external advisors, and centres of influence (COI).,Ensure smooth execution of client strategies, from meeting preparation to post-meeting follow-ups.,Maintain up-to-date knowledge of financial planning best practices, tax legislation, and regulatory requirements.,Support team development by sharing insights, planning tools, and best practices.
Ideal Candidate
Financial planner diploma granted by the Institute of Financial Planning.,Experience working with high-net-worth clients.,Registered Representative (RR) with CIRO (Nice-to-have).,Master of Taxation (M.Tax.) and/or Chartered Professional Accountant (CPA) (Nice-to-have).
Minimum Education
Financial planner diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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