Job Description
Associate Wealth Advisor / Financial Planner
What is the opportunity? The RBC Dominion Securities Vancouver Main branch is seeking a talented, self‑directed individual with a growth‑oriented mindset to help our clients thrive and our communities prosper.
Job Description As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and driving business growth will be a key part of your role.
What will you do?
- Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documen...
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