Job Description

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you\xe2\x80\x99re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title Associate Wealth Advisor



What is the opportunity?

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 enables success at every level and equips us to help our clients achieve their financial goals.

As an integral member of a successful and growing private-client discretionary wealth management team, your role as an Associate Wealth Advisor is to deliver high value customized advice and wealth management strategies to High Net-Worth (HNW) clients. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.

What will you do?

Business Delivery & Operational Management

• Work with our team and other experts in our Financial Planning and Estate Planning group to prepare comprehensive plans to meet client\xe2\x80\x99s specific needs in the areas of financial, investment, retirement and risk management.
• Work with clients and provide expert knowledge around issues affecting clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, gift and charitable planning, etc.
• Deliver presentations to clients, COIs, prospects, and educate business owners about wealth management options/strategies, or recent developments (budget changes, taxes, etc.)
• Promote and support a work environment that inspires innovation, creativity, collaboration and diversity
• Maximize outcomes by actively contributing to the client\xe2\x80\x99s peace of mind and the team\xe2\x80\x99s business development pursuits
• Develop strong internal and external networks and referral sources

Client & Relationship Management

• Develop strong internal and external networks and referral sources (ie, Bank professionals, Accountants, Lawyers, etc.)
• Ability to foster and strengthen existing high/ultra-high net worth client relationships is critical
• Help clients and their professional accountants for year-end tax filing prep.
• Ensuring that each and every client is benefiting from tax minimizing options available to them (Inc. RRSPs, TFSA, IPPs, RCAs Spousal loans, Trusts and insurance strategies
• Maintaining up to date records of clients\xe2\x80\x99 net-worth and cash flow statements
• Reviewing Tax returns (T1, T3 etc.) to look for tax planning opportunities and working with their professional accountants and lawyers for implementation of the suitable options
• Working with clients to achieve their charitable and legacy planning goals
• Ability to make a difference and lasting impact

What do you need to succeed?

Must-have

• CPA designation
• A minimum of 5+ years of relevant industry experience
• Experience interacting with High Net Worth clients

Nice-to-have

• In-depth tax course
• A background in one of the following areas would be considered an asset:

• Tax manager with a reputable accounting firm
• Similar role with another investment dealer
• Financial Planner
• CFP Designation
• Other Finance Designations
• Life Insurance Designations

What\xe2\x80\x99s 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
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Summary

Address: 745 THURLOW ST:VANCOUVER

City: CAN-BC-VANCOUVER

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-03-01-08:00

Application Deadline: 2023-03-25-07:00

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 rbc.com/careers.

Royal Bank of Canada