Associate in Wealth Management

Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, dedicated to earning the privilege of being 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 sound financial planning and trusted investment advice. Advisors benefit from best-in-class tools, resources, and support designed to help them grow and scale their practices. The firm offers unparalleled wealth management solutions and a collaborative, client-focused culture. RBC Dominion Securities is part of the broader RBC group, with strong governance, legal, and compliance frameworks supporting its operations. Role Description The Associate in Wealth Management is a full-time, on-site role based in the Greater Vancouver Metropolitan Area, supporting a Portfolio Manager/Wealth Advisor in delivering comprehensive wealth management services to clients. Day-to-day responsibilities include preparing financial plans, investment proposals, and review materials, as well as maintaining accurate client records and documentation in accordance with regulatory and firm standards. The associate will assist with portfolio analysis, trade preparations, and coordination of insurance and wealth protection strategies, while responding to client inquiries and ensuring prompt, professional service. The role also involves scheduling client meetings, preparing presentations, coordinating follow-ups, and collaborating with internal partners (e.g., tax, estate, and insurance specialists) to implement client solutions. The associate is expected to contribute to business development efforts through research, marketing support, and ongoing enhancement of client experience. Qualifications Strong knowledge of financial planning and ability to support the development and maintenance of comprehensive wealth plans. Experience or education in investment management and investments, including understanding of portfolio construction, risk, and return. Background in finance and familiarity with financial markets, products, and regulatory considerations. Understanding of insurance solutions and their role in wealth protection and estate planning. Post-secondary degree or diploma in Finance, Business, Economics, or a related field; relevant industry designations (e.g., CFP, CIM, CFA candidate) are an asset. Strong analytical, organizational, and time-management skills, with attention to detail and accuracy in documentation. Excellent written and verbal communication skills, with a client-focused mindset and professional demeanor. Proficiency with MS Office (Excel, Word, PowerPoint) and willingness to learn proprietary wealth management and CRM platforms. Ability to work collaboratively in a team-based environment, handle confidential information responsibly, and adhere to compliance and risk-management guidelines. Previous experience in wealth management, banking, or financial services is considered an asset.

The Associate supports a Portfolio Manager by preparing financial plans, investment proposals, and maintaining accurate client documentation. They coordinate wealth protection strategies and collaborate with internal specialists to implement client solutions and enhance the overall client experience.

Candidates should possess a post-secondary degree in Finance, Business, or Economics, with industry designations like CFP, CIM, or CFA being an asset. Proficiency in financial markets, portfolio construction, and strong analytical and communication skills are required.

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Investment Management
• Portfolio Analysis
• Wealth Management
• Insurance Solutions
• Estate Planning
• Client Relationship Management
• Risk Management
• MS Office
• CRM Platforms
• Business Development
• Regulatory Compliance

• Finance & Accounting
• Sales
• Consulting
• Management & Leadership

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

6 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte