Associate Wealth Advisor- EN

Overview

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 the portfolio managers to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners. You will play a key role in integrating financial planning into the core client experience, helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning. The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working directly with clients and who thrives in a collaborative environment.

What will you do?

• Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning
• Prepare wealth projections and modeling using firm tools to support client objectives
• A...