Associate Wealth Advisor​/Financial Planner

Associate Wealth Advisor / Financial Planner – RBC Dominion Securities

Join the Abbotsford branch to help clients thrive and communities prosper. We seek a talented, self‑directed individual with a growth‑ and goals‑oriented mindset to work with our Investment Advisor team, providing proactive advice and support to clients.

• Collaborate with the Investment Advisor to facilitate meetings and events, determine agendas, prepare documentation, and attend client meetings.
• Provide proactive client service, liaising with various departments for smooth solutions.
• Respond to client account inquiries and manage follow‑ups.
• Help build and execute business plans, client segmentation exercises, and client service plans.
• Identify opportunities for asset consolidation and referrals across the existing client base.
• Support the advisory team with new client acquisition.
• Nurture and manage relationships with Centers of Influence (COIs) and RBC partners.
• Provide trading and portfolio rebalancing support.
• Conduct ongoing research on markets and investments, providing regular updates to the advisory team.
• Coordinate activities with internal Wealth Management specialists, manage documentation, and track progress.

• Approval as a Registered Representative (RR) with IIROC.
• Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam.
• 4+ years of professional experience within the investment industry.
• Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation.
• Financial Planning experience working with HNW clients.
• Exceptional written and verbal communication skills.
• Strong skills working with business applications/technology, including Microsoft Office Suite.
• Meticulous attention to detail, strong problem‑solving and analytical skills.
• Highly developed client service skills.

• A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
• Opportunity to work as part of a dynamic, collaborative, progressive, high‑performing team.
• Challenging work that supports professional growth.
• Ongoing opportunities to build close relationships with clients.

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors such as experience, skills, registration status, performance, individual goals, market conditions, and business needs. The expected base salary range is $40,000 – $55,000. The position may be eligible for a discretionary/variable incentive payment up to 1.5× base salary.

Additional Job Details:
Address: 2001 MCCALLUM RD, ABBOTSFORD
City:
Abbotsford
Country:
Canada
Work hours/week: 37.5

Employment Type:

Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular

Pay Type:

Salaried
Posted Date: 2026‑01‑05
Final date to receive applications: 2026‑01‑31

Inclusion and Equal Opportunity Employment:
At RBC, we believe an inclusive workplace that embraces diverse perspectives is core to our continued growth. We strive to foster a workplace based on respect, belonging, and opportunities for all, offering policies and programs that help employees perform at their best, collaborate effectively, drive innovation, and grow professionally.

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