Associate Advisor at Royal Bank of Canada

Salmon Arm, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

28 Feb, 26

Salary

200000.0

Posted On

30 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Investment Management, Financial Planning, Wealth Management, Decision Making, Interpersonal Relationship Management, Investment Performance Measurement, Organizational Skills, Problem Solving, Analytical Skills, Microsoft Office, Communication Skills, Attention to Detail, Team Collaboration, Business Development

Industry

Financial Services

Description

Job Description What is the opportunity? The RBC Dominion Securities branch located in Salmon Arm is seeking an Associate Investment Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key. What will you do? Provide bespoke financial planning advice and wealth management strategies Use proprietary software to prepare financial plans Work with the Wealth Advisor and their team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (this may include wealth preservation and transfer strategies, holding company strategies, executive compensation arrangements, individual pension plans, retirement compensation arrangements, gifting of securities, charitable planning, trust, insurance and other strategies) Liaise and work with the professional advisors of our HNW Clients to ensure the execution of the planning advice and wealth management strategies Develop the service plan for ongoing financial planning and wealth management advice Promote and support a work environment that inspires innovation, creativity and collaboration What must you have to succeed? First class client service skills At least 7 years of relevant investment industry experience with HNW Clients Exceptional verbal and written English skills – especially over the telephone Recognized Professional Designation (such as CPA, CA, FEA, CFA, CFP, LLB, etc.) Commitment to obtain CFP designation (if not already held) Bachelor’s Degree from a recognized university IIROC licensed as a Registered Representative (RR) (or willingness to obtain) Attention to detail and strong organizational skills Advanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint) Nice-to-have Meticulous attention to detail and strong problem solving and analytical skills CIM designation, an asset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs. The expected salary range for this position is $150,000 - $200,000. This position may be eligible to receive a discretionary/variable incentive payment. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement Additional Job Details Address: 320 ALEXANDER ST NE:SALMON ARM City: Salmon Arm Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-09-17 Application Deadline: 2025-12-13 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Responsibilities

The Associate Investment Advisor will provide bespoke financial planning advice and wealth management strategies while working closely with the Wealth Advisor and their team. Key responsibilities include preparing customized planning for high-net-worth clients and developing ongoing service plans for financial advice.