Royal Bank of Canada·7 days ago
7 days ago
Associate Wealth Advisor
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What you'll do
- Deliver comprehensive financial planning for high-net-worth clients
- Collaborate closely with portfolio managers to integrate planning into client experiences
- Focus on retirement, estate, and succession planning
What they're looking for
- significant financial planning experience
- strong relationship management skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for a skilled Associate Wealth Advisor to deliver comprehensive financial planning for high-net-worth clients. Collaborate closely with portfolio managers to integrate planning into client experiences, focusing on retirement, estate, and succession planning. Ideal for candidates with significant financial planning experience and strong relationship management skills.
Skills
- financial planning
- wealth management
- bilingualism (english and french)
- retirement planning
- estate planning
- business succession planning
- wealth modeling
- tax planning
- regulatory compliance
- client relationship management
- portfolio management
- asset consolidation
- referral generation
- microsoft 365
- business applications
- team collaboration
- analytical skills
- problem solving
- registered representative (rr)
- ciro
- master of taxation (m.tax.)
- chartered professional accountant (cpa)
Company
Royal Bank of Canada
MONTRÉAL, Canada
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