Associate Advisor

Royal Bank of Canada•Vancouver, BC

2d•CA$60,000 - CA$85,000•Onsite

About The Position

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. The RBC Dominion Securities downtown Vancouver branch is seeking a self-directed, highly adaptable knowledge specialist to join one of the branch’s top-performing teams. You will work directly with an experienced wealth management team who delivers exceptional service to deepen client relationships and drive business growth. Our team prioritizes simplicity, transparency, and collaboration, valuing diverse perspectives and supporting your personal development. You will gain real growth potential learning from industry experts in a complex wealth management environment, with opportunities to lead based on your expertise.

Requirements

3+ years of experience in the investment/wealth management industry in an advisory or client-facing role.
Registered Representative (RR) approval with CIRO or equivalent registration.
Exceptional verbal and written communication skills - you communicate clearly over the phone, in writing, and in client meetings.
Strong organizational skills with meticulous attention to detail.
Ability to multi-task, shift priorities mid-stream, and thrive in a dynamic environment.
Demonstrated ability to work collaboratively as part of a team.

Responsibilities

Be a primary point of contact for 65-70 client households, delivering proactive advice and solving real-life problems to help foster meaningful client relationships.
Facilitate and coordinate client meetings and events - from agenda setting and documentation preparation to post-meeting follow-up and execution.
Resolve client account inquiries with urgency and ownership; manage follow-ups to completion.
Identify opportunities for asset consolidation, referrals, and new client acquisition across the business.
Nurture and manage valuable relationships with Centers of Influence (COIs) - accountants, lawyers, and other RBC partners.
Coordinate with internal Wealth Management specialists to support clients throughout the financial planning and estate planning processes.
Demonstrate advanced proficiency with Salesforce, Excel, and other proprietary business applications.