Associate Wealth Advisor
9 hours ago
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teamâs wealth management strategy for clients is the main focus of this role.
What will you do?
- Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnaires
- Prepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunities
- Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow up
- Liaise with branch management team for updates on and progress with wealth management initiatives
- Coordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting work
- Provide proactive and high-end client service on the phone and in person, respond to client inquiries
- Identify opportunities for new business as well as among existing client base for asset consolidation or referrals
What do you need to succeed?
Must-have
- 5 years of professional experience in the investment industry
- Registered Representative (RR) approval with CIRO (i.e., CSC, CPH, and WME)
- Financial planner diploma granted by the Institute of Financial Planning
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Advanced proficiency in Microsoft 365 apps
- University degree
- Meticulous attention to detail and strong problem solving and analytical 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
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to building close relationships with clients
Job Skills
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÃALCity:
MONTRÃALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2024-09-18Application Deadline:
2024-10-14Inclusion 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.
âââââââ
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
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to...
-
Associate
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to...
-
Associate
9 hours ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to...
-
Estate Planning Associate
3 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new policy applications, and servicing of in-force policies. Your role on the team is to ensure new business is...
-
Business Owner Specialist, HNW Planning Services
1 month ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Family Office Services (FOS) is looking to add experienced Business Owner Specialists to the team. As a member of HNW Planning Services team, youâll join a team of diverse, highly accredited and experienced lawyers, accountants and business valuation subject matter experts. Your role as a Business...
-
Philanthropic Advisory Specialist
1 month ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? RBC Family Office Services is seeking a highly motivated and skilled Philanthropic Advisory Specialist to provide strategic advice and guidance to HNW and UHNW clients in developing their family philanthropic and legacy plans. Youâll play a crucial role in championing the RBC Charitable Gift Program...
-
Financial Security Advisor, Insurance
2 months ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....
-
Investment Associate
9 hours ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management...
-
Business Development Assistant
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Part timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking a dynamic Business Development Assistant. You will be a people person who loves social interactions and building relationships. This is a great opportunity to gain experience in the wealth management industry with a top-performing team. This opportunity is a...
-
Business Development Assistant
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking a dynamic Business Development Assistant. You will be a people person who loves social interactions and building relationships. This is a great opportunity to gain experience in the wealth management industry with a top-performing team. This opportunity is a...
-
Administrative Assistant
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of...
-
Financial Planning Specialist
3 months ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...
-
Business Development Manager
2 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?We are looking for top talent to join our Montréal sales team! In this role you will be part of RBC Global Asset Management (RBC GAM). Working in partnership with a District Vice-President (Wholesaler) and Sales Coordinator, your key responsibility is to build and cultivate new relationships and enhance...
-
Private Client Associate
2 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc.What will you do?Respond to...
-
Trust Officer
1 week ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net...
-
Associate Vice President, Banking, RBCx
3 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBCx pursues big, bold ideas and leverages RBCâs extensive experience, networks, and capital to help shape whatâs next. Our four pillars â Banking, Capital, Platform, and Ventures â combine to support tech businesses of all sizes and stages, making us the go-to backer of Canadian...
-
Senior Security Advisor
2 weeks ago
Montréal, Canada Intact Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, youâre bringing this purpose to life alongside a passionate community of experts.  Feel empowered to learn and grow while being valued for who you areâ here, diversity is a...
-
Senior Security Advisor
4 weeks ago
Montréal, Canada Intact Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, youâre bringing this purpose to life alongside a passionate community of experts.  Feel empowered to learn and grow while being valued for who you areâ here, diversity is a...
-
Relationship Manager, Business Markets, Intern
1 month ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob Description*** This career opportunity is for candidates expressing interest in working in the regions of Greater Montreal, Laval, Lanaudières, Laurentides and South Shore of Montreal ***What is the opportunity?You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as...
-
Montréal, Canada beBee S CA Full timeEcolab est à la recherche dâun Conseiller en Protection de la Marque, Hôtellerie et Hôtels (Brand Protection Advisor) pour rejoindre sa division EcoSure, chef de file de lâindustrie des programmes de protection de la marque, afin de favoriser lâexcellence opérationnelle et dâaider nos clients à élaborer leurs...