Associate Advisor

1 week ago

Pickering, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the Opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The Pickering RBC Dominion Securities branch is seeking talented, self-directed individuals with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.

As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?

  • Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
  • Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
  • Effectively respond to client account inquiries and take ownership of follow-ups.
  • Help build and execute business plans, client segmentation exercises, and client service plans.
  • Identify opportunities for asset consolidation and referrals across the existing client base
  • Support your advisory team with new client acquisition.
  • Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
  • Trading and / or portfolio rebalancing support.
  • Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
  • Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.

What do you need to succeed?

Must-have

  • Approval as a Registered Representative (RR) with IIROC
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
  • University degree
  • Exceptional written and verbal communication skills
  • Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

  • 4 years or more of professional experience within the investment industry
  • 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, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
  • Challenging work that will help you grow professionally
  • Ongoing opportunities to build 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:

1315 PICKERING PKY:PICKERING

City:

PICKERING

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-09

Application Deadline:

2024-07-13

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 jobs.rbc.com.

  • Associate Advisor

    7 days ago

    Pickering, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The Pickering RBC Dominion...

  • Associate Advisor

    2 weeks ago

    Pickering, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The Pickering RBC Dominion...

  • Service Advisor

    2 months ago

    Pickering, Canada Pickering Honda Full time

    **The Need** Pickering Honda, a part of Drive Autogroup is looking to hire a Service Advisor. The Service Advisor is a key member of the Service team responsible for coordinating the service process and experience by assisting customers. Our Company is looking for an individual who takes pride in their work, is organized, reliable, and passionate about...

  • Associate

    3 weeks ago

    Pickering, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities...

  • Service Advisor

    6 days ago

    Pickering, Ontario, Canada Pickering Honda Full time

    The NeedPickering Honda, a part of Drive Autogroup is looking to hire a Service Advisor. The Service Advisor is a key member of the Service team responsible for coordinating the service process and experience by assisting customers. Our Company is looking for an individual who takes pride in their work, is organized, reliable, and passionate about providing...

  • Associate

    3 weeks ago

    Pickering, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...

  • Associate

    2 months ago

    Pickering, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...

  • Associate

    2 months ago

    PICKERING, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities...

  • Environmental Advisor

    3 weeks ago

    Pickering, Canada Ontario Power Generation Full time

    **Location**:Pickering, ON, CA, L1W 4A7**Req ID**:47249**Status**: Contract (22-months)**Working Conditions**: Hybrid Working Environment**Education Level**:University Degree in Sciences, Engineering, Environmental Studies, Environmental Health Physics**Location**:Pickering, ON**Number of Position(s): 1** **Shifts(s)**: Days**Travel**: Yes - 10%**Deadline...

  • Environmental Advisor

    3 weeks ago

    Pickering, Canada Ontario Power Generation Full time

    **Location**:Pickering, ON, CA, L1W 3J2**Req ID**:41925**Status**: Contract (36-months)**Education Level**:University Degree in Biology Sciences, Engineering, Environmental Science**Location(s)**: Pickering, ON**Working Conditions**:Hybrid Working Environment**Travel**: Yes - 10%**Deadline to Apply**:June 25th 2023**BE THE GENERATION to challenge and...

  • Environmental Advisor

    6 days ago

    Pickering, Ontario, Canada Ontario Power Generation Full time

    Location:Pickering, ON, CA, L1W 3J2Req ID:41925Status: Contract (36-months)Education Level:University Degree in Biology Sciences, Engineering, Environmental ScienceLocation(s): Pickering, ONWorking Conditions:Hybrid Working EnvironmentTravel: Yes 10%Deadline to Apply:June 25th 2023BE THE GENERATION to challenge and change. At Ontario Power Generation (OPG),...

  • Mobile Sales Associate

    4 weeks ago

    Pickering, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...

  • Mobile Sales Associate

    1 day ago

    Pickering, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...

  • Mobile Sales Associate

    14 hours ago

    Pickering, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...

  • Environmental Advisor

    7 days ago

    Pickering, Ontario, Canada Ontario Power Generation Full time

    Status: Contract (22-months)Working Conditions: Hybrid Working EnvironmentEducation Level: University Degree in Sciences, Engineering, Environmental Studies, Environmental Health PhysicsLocation: Pickering, ONNumber of Position(s): 1Shifts(s): DaysTravel: Yes - 10%Electrify your career and contribute to a brighter future.Every era faces defining challenges....

  • Environmental Advisor

    3 weeks ago

    Pickering, Canada Ontario Power Generation Full time

    Status: Contract (22-months) Working Conditions: Hybrid Working Environment Education Level: University Degree in Sciences, Engineering, Environmental Studies, Environmental Health Physics Location: Pickering, ON Number of Position(s): 1 Shifts(s): Days Travel: Yes- 10% Deadline to Apply: June 17th, 2024 Electrify your career and help build a brighter...

  • Environmental Advisor

    3 weeks ago

    Pickering, Canada Ontario Power Generation Full time

    Status: Contract (22-months) Working Conditions: Hybrid Working Environment Education Level: University Degree in Sciences, Engineering, Environmental Studies, Environmental Health Physics Location: Pickering, ON Number of Position(s): 1 Shifts(s): Days Travel: Yes- 10% Deadline to Apply: June 17th, 2024 Electrify your career and help build a brighter...

  • Financial Services Associate

    2 weeks ago

    Pickering, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Sales Associate/cashier

    3 weeks ago

    Pickering, Canada Saks Off 5th Full time

    **Location**: Pickering, Ontario, Canada **Category**: Stores **Job Opened**: April 13th, 2023 **Education**: **Job Number**: R-103961 **Job Type**: regular **Remote**: No **job description**: **What This Position Is All About**: Imagine helping others through their unique journey of style day to day while working with some of the most coveted luxury...

  • H&m Sales Associate

    4 weeks ago

    Pickering, Canada H&M Full time

    **Job Description** About the Role** At H&M, as a Retail Sales Associate you will be advising our customers and keeping them in style! A Retail Sales Associate, or Sales Advisor, as referred to internally, is responsible for delivering the Best Customer Experience that contributes to the store’s sales and profit. As a Retail Sales Associate, you will...