Job Description

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 a senior and integral member of a successful and growing private-client discretionary wealth management team Harp Dhillon Group, your role as a Senior Associate Wealth Advisor and Ultra-High-Net-Worth (UHNW) Financial Planner is to deliver high value customized advice and wealth management strategies to High Net-Worth (HNW) and UHNW 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's 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's peace of mind and the team's 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' 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

Must-have

• CPA designation
• A minimum of 8 - 10+ years of relevant industry experience
• Experience interacting with High-Net-Worth and Ultra-High-Net-Worth clients.

Nice-to-have

• In-depth tax course
• A background in one of the following areas would be considered an asset: o Senior Tax manager with a reputable accounting firm
• Similar role with another investment dealer
• Senior Financial Planner
• Family Office experience
• CFP Designation
• Other Finance Designations
• Life Insurance Designations

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• o A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
• o Leaders who support your development through coaching and managing opportunities
• o Ability to make a difference and lasting impact
• o Work in a dynamic, collaborative, progressive, and high-performing team
• o Opportunities to do challenging work
• o Opportunities to building close relationships with clients

The expected compensation range for this particular position is over $125,000+ depending on your experience, skills, designations, registration status, market conditions and business needs.
You have the potential to earn considerably more through the robust discretionary bonus program of RBC Dominion Securities which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
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:

• o Drives RBC's high-performance culture
• o Enables collective achievement of our strategic goals
• o Generates sustainable shareholder returns and above market shareholder value

Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address: 745 THURLOW ST: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: 2025-04-24
Application Deadline: 2025-12-06
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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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