Associate Wealth Advisor / Financial Planner

Job Description

RBC Dominion Securities Vancouver Main branch seeks a self‑directed individual with a growth‑ and goals‑oriented mindset to join our team. The role focuses on providing proactive advice and support to clients and the Investment Advisor, deepening existing relationships and welcoming new clients to the firm.

Responsibilities

• Coordinate meetings and events for the Investment Advisor with clients and prospects, including agenda planning, documentation, post‑meeting follow‑up, and attendance when required.
• Provide proactive client service and resolve inquiries, working with various departments to deliver timely solutions.
• Respond to client account inquiries and own follow‑ups.
• Develop and execute business plans, client segmentation exercises, and client service plans.
• Identify opportunities for asset consolidation and referrals across the existing client base.
• Support the advisory team...