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.

Responsibilities

• 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.

Qualifications

Benefits

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

Application Deadline : 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.

Join our Talent Community to stay informed about career opportunities, career tips, and recruitment events that matter to you.

#J-18808-Ljbffr