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Associate Advisor
4 months ago
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Portfolio Managers. Identifying and assisting growth of new business opportunities will also be key.
What will you do?
- Respond to client account inquiries and remain accountable to follow up, as required
- Help build and execute business plans, client segmentation, and client service plans
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
- Comanage client acquisition pipeline (prospects/leads); work with portfolio management team to close new opportunities
- Execute trades and rebalance portfolios
- Conduct ongoing research on markets and investments, provide regular updates to the portfolio management team
- Support the portfolio management team and clients through the wealth management process (help gather relevant information, coordinate activities with wealth management specialists, track progress, follow up, etc.)
What do you need to succeed?
Must-have
- Approved Registered Representative (RR) with CIRO (i.e., CSC, CPH, and WME)
- Minimum of 4 years of experience in the investment industry, preferably on a team providing discretionary portfolio management for managed accounts
- Bilingualism (English and French) required to serve our clients in the community with English speaking needs
- University degree
- Strong working knowledge of Microsoft 365 apps
Nice-to-have
- Growth and goal-oriented mindset
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly developed client service skills
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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
Job Skills
Additional Job Details
Address:
755 BOUL ST JEAN:POINTE-CLAIRECity:
POINTE-CLAIRECountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
2024-05-15Application Deadline:
2024-06-16Inclusion 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.
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