Associate Wealth Advisor

About this role

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b><u>Job Description</u></b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>What is the opportunity?</b></p><p>The RBC Dominion Securities Place Ville Marie branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio manager to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners.</p><p></p><p>You will play a key role in integrating financial planning into the core client experience - helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning.</p><p></p><p>The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working directly with clients and who thrives in a collaborative environment.</p><p></p><p><b>What will you do?</b></p><ul><li>Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning</li><li>Prepare wealth projections and modeling using firm tools to support client objectives</li><li>Attend client meetings with advisors, help translate complex planning concepts into actionable strategies</li><li>Identify opportunities for asset consolidation, referrals, and planning improvements within the client base</li><li>Partner with portfolio manager to integrate financial planning into the core client experience</li><li>Coordinate with internal specialists, external advisors, and centres of influence (COI)</li><li>Ensure smooth execution of client strategies, from meeting preparation to

Apply for this role on Royal Bank of Canada’s official careers site.