As an Associate Wealth Advisor, you will partner with the Portfolio Manager,Wealth Advisors and our internal planning specialists to develop tailored strategies for each client.
Within this role, you will prepare and support Financial Plans, collaborate with clients’ Professional Advisors, and maintain service plans that align with the clients’ long-term vision for reaching their financial goals. If you are interested, you may read further to get more information from this job post.
Also hiring: Plant maintenance worker
Employer Details
Company Name : Royal Bank of Canada
Location : Vancouver, British Columbia, Canada
Salary : $38,000 – $55,000 per year
Job Type : Full-Time
Start Date : As soon as possible
Benefits : Professional development support, collaboration with an elite performing team, Compensation that is competitive, performance-based bonus systems, flexible and comprehensive benefits package, coaching, mentoring and developing talent with supportive leaders, strong, dynamic and high-performing collaborative team environment, flexible work/life balance options, an inclusive and diverse workplace culture.
Job Description
- As an Associate Wealth Advisor, you will partner with the Portfolio Manager,Wealth Advisors and our internal planning specialists to develop tailored strategies for each client.
- Partner with the clients’ external advisors to facilitate the implementation of their Plans.
- Build and maintain an ongoing Service and Advice Plan for each client.
- Leverage the use of Microsoft Office to enhance Analysis, Planning and Presentations.
- Contribute positively to creating a Collaboration-Cooperative, consistent and professional work environment.
Responsibilities
- High-Net-Worth Clients Need Personalized Financial Planning and Wealth Management advice.
- Use Specialized Financial Tools and Software to Develop Client Financial Plans.
- Collaborate With Wealth Advisor, Portfolio Manager, and Other Internal Specialists.
- Work With the Client to Identify and Address Their Financial Needs Related to Retirement, Tax Planning, Estate Planning, Insurance Planning, and Charitable Giving.
- Collaborate With the Client’s Outside Financial Advisors When Implementing Their Plans.
- Provide Ongoing Support for the Client’s Long-Term Relationship With the Firm by Developing and Maintaining a Customized Service Plan.
- Should have strong communication skills to build a strong relationship.
Requirements
- Or Willingness Of Interest To Obtaining CFP Designation.
- Bachelor’s Degree Obtained From An Accredited University.
- IIROC Registration As Registered Representative Or Acknowledge Willingness To Register.
- Should have strong communication skills.
- Should have proper knowledge on banking.
How to Apply ?
Click the link which is given below to learn more about this post and apply at Royal Bank of Canada.