Associate Advisor

1 month ago

WATERLOO, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Waterloo is seeking an Associate Wealth Advisor to join a successful Advisory Team.  You will develop and implement the teamâs wealth management strategy for clients.

What will you do?

  • Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.

  • Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.

  • 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.

  • Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.

  • Deepen existing relationships with Centers of Influence (COIs) through ongoing management.

  • Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up. Enter data into specific applications (e.g. myGPS).

What do you need to succeed?

Must Have

  • Approval as a Registered Representative (RR) with CIRO

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)

  • University degree

  • A self-directed individual with a growth and goals-oriented mindset

  • Exceptional written and verbal communication skills in English

Nice to Have

  • Certified Financial Planner

  • Wealth Management Essentials (CSI)

  • Successful completion of 90-day training (i.e., holds Registered Representative license with CIRO)

  • 4 years or more of professional experience within investment industry and with financial planning

  • Meticulous attention to detail and strong problem solving and analytical skills

  • Highly-developed client service skills

Whatâs 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

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

Additional Job Details

Address:

95 KING ST S:WATERLOO

City:

WATERLOO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-27

Application Deadline:

2024-06-10

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.
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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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