Plan client meetings and deliver wealth management support as an Associate Wealth Advisor with RBC Dominion Securities in Vancouver. Use financial planning and problem resolution skills.
The Vancouver Main branch seeks a self-directed Associate Wealth Advisor with a growth- and goals-oriented mindset. You will support an Investment Advisor through client service, account follow-ups, documentation, and meeting coordination. The work includes research, business planning, and relationship management.
Key Responsibilities: Facilitate Investment Advisor meetings and client events
Prepare agendas, documentation, and post-meeting follow-ups
Resolve account inquiries and coordinate timely solutions
Support business plans, segmentation,



and service plans
Research markets and investments for advisory updates
Requirements: Registered Representative approval with IIROC
CIRE and Retail Securities Exam completion
At least four years investment industry experience
CFP or PFP designation and HNW planning experience
University degree and solid Microsoft Office skills
Apply financial planning, client service, and analytical skills while supporting advisory teams and clients at RBC Dominion Securities Vancouver.

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📌 Associate Wealth Advisor Vancouver (British Columbia)
🏢 RBC
📍 British Columbia