Company Description RBC Dominion Securities is a leading full-service investment and wealth management firm in Canada, dedicated to earning the right to be clients’ first choice for wealth management services. For over a century, the firm has supported individuals, families, businesses, charitable foundations, and organizations in building and preserving wealth through disciplined financial planning and trusted investment advice.

RBC Dominion Securities invests in its business to provide advisors with best-in-class tools, resources, and support to grow and scale their practices. The firm offers comprehensive, tailored wealth management solutions in a collaborative, client-focused setting that values professionalism, integrity, and long-term relationships.

Role Description The RBCDS – Licensed Wealth Planning Associate is a full-time, on-site role based downtown Vancouver. This role supports Senior Portfolio Manager & Wealth Advisor in delivering holistic wealth planning and investment solutions to clients, including preparing financial plans, analyzing portfolios, and assisting with implementation of strategies.

Day-to-day responsibilities include conducting financial and investment analysis, preparing client-facing reports and presentations, and maintaining accurate documentation to support regulatory and compliance requirements.

The Licensed Wealth Planning

Associate collaborates with advisors and internal partners, participates in client meetings,



responds to client inquiries in a timely and professional manner, and helps ensure an exceptional client service experience. The role also involves staying current on market trends, financial planning tools, and RBC Dominion Securities’ platforms and processes to optimize advice and service delivery.

Qualifications

- Strong Financial Planning and Finance skills, with experience developing and reviewing comprehensive wealth plans.
- Solid Investments knowledge, including portfolio construction, risk management, and understanding of investment products.
- Excellent Communication skills, with the ability to explain complex concepts clearly and build trusted client relationships.
- Advanced Analytical Skills, including comfort with data analysis, cash flow modeling, and interpreting market and economic information.
- Relevant securities or wealth management licensing (e.g., Canadian Securities Course and related registrations) or eligibility to obtain them.
- Post-secondary education in finance, business, economics, or a related field; progress toward CFP, CIM, or other recognized designation is an asset.
- Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced, client-focused environment.
- Proficiency with financial planning software, CRM systems, and MS Office (Excel, Word, PowerPoint); familiarity with RBC platforms is an advantage.

📌 RBCDS - Licenced Wealth Planning Associate (Metro Vancouver)
🏢 RBC Dominion Securities
📍 Metro Vancouver