Associate Advisor

4 days ago

Peterborough, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Peterborough is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate Advisor.

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?

  • 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.

  • Financial Planning/myGPS/Wealth Management

  • Marketing and business building through hosting client seminars

  • 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

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

  • Successful completion of the Wealth Management Essentials (WME) course

  • Certified Financial Planner (CFP) desired or in progress

  • LLQP desired or completed within first 2 years of employment

  • University degree

  • Strong skills working with business applications/technology, including Microsoft Office Suite

  • High quality time management and organization skills

  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

  • Exceptional verbal and written communication skills in English

Nice to Have

  • Knowledge of RBC Dominion Securities' systems and procedures

  • Experience in the securities industry is an asset

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

  • Leaders who support your development through coaching and managing opportunities

  • An opportunity to make a difference and have a lasting impact on the lives of others

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • The chance to work in a dynamic, collaborative, progressive, and high-performing team

  • A world-class training program in financial services

Job Skills

Additional Job Details

Address:

60 HUNTER ST E:PETERBOROUGH

City:

PETERBOROUGH

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-09-24

Application Deadline:

2024-10-10

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.
​​​​​​​
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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