Royal Bank of Canada·6 days ago
6 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
- Integrate planning into client experiences
- Support asset management strategies
What they're looking for
- Significant financial planning experience
- Strong client service skills
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are seeking an experienced Associate Wealth Advisor to deliver comprehensive financial planning for high-net-worth clients. Collaborate closely with portfolio managers, integrate planning into client experiences, and support asset management strategies. Ideal for candidates with significant financial planning experience and strong client service 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
- microsoft 365
- business applications
- analytical skills
- problem solving
- registered representative (rr)
- ciro
- chartered professional accountant (cpa)
- master of taxation (m.tax.)
Company
Royal Bank of Canada
GATINEAU, Canada
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