RBC Dominion Securities Vancouver Main branch is seeking a talented, self‐directed individual with a growth‐and‐goals oriented mindset to help our clients thrive and communities prosper. Leverage your planning talent to facilitate, in partnership with the Investment Advisor, meetings and events with clients and prospects. Effectively respond to client account inquiries and own follow‐ups. Assist in building and executing business plans, client segmentation exercises, and client service plans. Identify asset‐consolidation and referral opportunities across the existing client base. Support the advisory team with new client acquisition. Conduct ongoing market and investment research, providing regular updates to the team. Completion of the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam. Four or more years of professional experience within the investment industry.
Financial Planning experience working with HNW clients. Proficiency with business applications/technology, including Microsoft Office Suite. Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation. A comprehensive Total Rewards Program, including competitive compensation and adaptable benefits. This supports a high‐performance culture, collective achievement of strategic goals, and sustainable shareholder value. Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement. Employment Type: Full time Inclusion and Equal Opportunity Employment