Jobs
>
West Vancouver

    Associate Wealth Management - West Vancouver, Canada - Royal Bank of Canada>

    Royal Bank of Canada>
    Royal Bank of Canada> West Vancouver, Canada

    2 weeks ago

    Royal Bank of Canada background
    Description

    Job Summary

    Job Description

    What is the opportunity?

    The RBC Dominion Securities Ambleside branch located in West Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team.

    You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

    What will you do?

    • Team lead, co-ordinate, execute, follow up team's WM & Insurance strategy, includes diary system to ensure timely update of financial plans, will & estate reviews etc.
    • Support the advisor as needed with WM discussions and meetings with his list of clients
    • Complete myGPS plans for clients of team, includes information gathering, input and joint or individual presentations
    • Attend all meetings with WM professionals and clients of team, taking notes and leading post-meeting debrief with WM professionals, ensuring there is clarity on next steps, accountabilities and timelines
    • Assist the advisor with relationship Management of his list of clients as needed
    • Portfolio review prep for assigned list of clients and review planned recommendations/changes with the advisor prior to discussions with clients
    • Assist the advisor with marketing and profiling the North Shore Wealth Management Value Proposition
    • Growth of assigned client relationships (asset consolidation/monetization, referrals, additional family members etc.)
    • Maintain and update Opportunities list for all Clients and prospects
    • Keep up to date on client onboarding systems and other administrative systems to provide vacation coverage if needed for the Senior Administrator for the Advisor.

    What do you need to succeed?

    Must-have

    • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
    • 2-5 years securities industry experience
    • Strong Microsoft Office Suite skills
    • High level of time management and organization skills
    • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
    • Exceptional verbal and written communication skills

    Nice-to-have

    • Knowledge of RBC Dominion Securities' systems and procedures

    What's in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

    • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
    • Leaders who support your development through coaching and managing opportunities
    • Ability to make a difference and lasting impact
    • Work in a dynamic, collaborative, progressive, and high-performing team
    • A world-class training program in financial service

    The expected base salary range for this particular position is $55,000 - $65,000 depending on your experience, skills, and registration status, market conditions and business needs.

    You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

    RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

    • Drives RBC's high-performance culture
    • Enables collective achievement of our strategic goals
    • Generates sustainable shareholder returns and above market shareholder value
    • Work in a dynamic, collaborative, progressive, and high-performing team
    • A world-class training program in financial services

    Job Skills

    Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

    Additional Job Details

    Address:

    1300 MARINE DR, FLOOR 2:WEST VANCOUVER

    City:

    WEST VANCOUVER

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    Wealth Management

    Job Type:

    Regular

    Pay Type:

    Salaried

    Posted Date:

    Application Deadline:

    Inclusion and Equal Opportunity Employment

    At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
    ​​​​​​​
    We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

    Join our Talent Community

    Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

  • 0000050599 RBC Dominion Securities Inc.

    Associate Wealth Management

    2 weeks ago

    0000050599 RBC Dominion Securities Inc. West Vancouver, Canada Full time

    Job Description · What is the opportunity? The RBC Dominion Securities Ambleside branch located in West Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with e ...

  • Royal Bank of Canada

    Associate Wealth Management

    2 weeks ago

    Royal Bank of Canada West Vancouver, Canada

    **Job Summary** · **What is the opportunity?** · The RBC Dominion Securities Ambleside branch located in West Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team. · You will provide quality client service and help deepen relationships ...

  • National Bank

    Wealth Management Associate

    6 days ago

    National Bank Vancouver, Canada Permanent

    Attendance On-Site Job Number 19888 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 22-Feb-2024 Location: Vancouver, British Columbia City Vancouver Province/State British Columbia Area of Intere ...

  • Scotiabank

    Wealth Management Consultant

    3 weeks ago

    Scotiabank Vancouver, Canada

    Is this role right for you? · In this role, you will: 1.Attract referrals by educating Retail Bank partners, opportunity spotting with these partners and serving as the single point of contact for referrals from Canadian Banking into Scotia Wealth Management by: · Building exten ...

  • National Bank

    Wealth Management Associate

    1 week ago

    National Bank Vancouver, Canada

    A career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, ...

  • IG Wealth Management

    Estate and Insurance Specialist

    3 weeks ago

    IG Wealth Management British Columbia, Canada

    Division: IG Insurance Mortgage & Banking · Location: British Columbia · IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of fina ...

  • Harbourfront Wealth Management

    Manager, Compliance Supervision

    3 weeks ago

    Harbourfront Wealth Management Vancouver, BC, Canada $80,000 - $110,000

    Who we are: · Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid ...

  • IG Wealth Management

    Advisor, , Corporate Channel (Mutual fund licensed) – English (Vancouver Island)

    4 weeks ago

    IG Wealth Management British Columbia, Canada

    Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – English (Vancouver Island) · Advisor, IG Wealth Management, Corporate Channel · Referral level: Level 1 · We are actively looking for individuals across Canada to join our growing team of Corporate Employe ...

  • Reimagine Wealth Management

    marketing coordinator

    1 week ago

    Reimagine Wealth Management Vancouver, Canada Full time

    Education: Bachelor's degree · Experience: 1 year to less than 2 years · Work setting · Urban area · Financial institution · Business · Private company, corporation or industry · Tasks · Perform administrative tasks · Respond to enquiries from members of the business community co ...

  • Harbourfront Wealth Management

    marketing specialist

    1 week ago

    Harbourfront Wealth Management Vancouver, Canada Plein temps

    Education: · Expérience: · Education · College/CEGEP · Tasks · Assist in the preparation of brochures, reports, newsletters and other material · Design market research questionnaires · Develop portfolio of marketing materials · Conduct online marketing, E-commerce and Website p ...

  • Harbourfront Wealth Management

    Manager, Compliance Supervision

    1 week ago

    Harbourfront Wealth Management Vancouver, BC, Canada $80,000 - $110,000

    Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-wo ...

  • Harbourfront Wealth Management

    Manager, Regulatory Affairs

    1 week ago

    Harbourfront Wealth Management Vancouver, BC, Canada $80,000 - $110,000

    Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth Management, our c ...

  • Harbourfront Wealth Management

    Manager, Compliance Supervision

    3 weeks ago

    Harbourfront Wealth Management Vancouver, BC, Canada $80,000 - $110,000

    Who we are:Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to ...

  • Harbourfront Wealth Management

    Manager, Compliance Supervision

    2 weeks ago

    Harbourfront Wealth Management Vancouver, Canada

    Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid to high-net-wo ...

  • National Bank

    Wealth Management Associate

    2 weeks ago

    National Bank vancouver, Canada

    A career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, ...

  • Harbourfront Wealth Management

    marketing specialist

    1 week ago

    Harbourfront Wealth Management Vancouver, Canada Full time

    Education: College/CEGEP · Experience: 1 year to less than 2 years · Tasks · Assist in the preparation of brochures, reports, newsletters and other material · Design market research questionnaires · Develop portfolio of marketing materials · Conduct online marketing, E-commerce a ...

  • National Bank of Canada

    Wealth Management Associate

    1 week ago

    National Bank of Canada Vancouver, Canada

    A career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, ...

  • Nicola Wealth Management Ltd.

    insurance agent

    3 weeks ago

    Nicola Wealth Management Ltd. Vancouver, Canada Plein temps

    Education: · Expérience: · Education · No degree, certificate or diploma · Tasks · Assess potential institutional, business or individual client markets · Calculate premiums · Establish client insurance coverage · Ensure appropriate forms, medical examinations and other policy ...

  • Nicola Wealth Management Ltd.

    insurance agent

    3 weeks ago

    Nicola Wealth Management Ltd. Vancouver, Canada Full time

    Education: No degree, certificate or diploma · Experience: 3 years to less than 5 years · Tasks · Assess potential institutional, business or individual client markets · Calculate premiums · Establish client insurance coverage · Ensure appropriate forms, medical examinations and ...

  • Nicola Wealth Management Ltd.

    Senior Security and Systems Administrator

    1 week ago

    Nicola Wealth Management Ltd. Vancouver, Canada

    Senior Security and Systems Administrator · We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to pos ...