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Associate Advisor
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Associate Advisor
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and Wealth Management Strategy.Key ResponsibilitiesSupport the Investment Management Operations and Wealth Management...
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Toronto, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and clients in achieving their financial goals.Key ResponsibilitiesSupport the Investment Management...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and Wealth Management professionals in delivering exceptional client service and driving business growth.Key...
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Associate Advisor
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and Wealth Management professionals in delivering exceptional client service and driving business growth.Key...
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Associate Advisor
4 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and Wealth Management Strategy.Key ResponsibilitiesSupport the Investment Management Operations and Wealth Management...
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Associate Advisor
4 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and Wealth Management Strategy.Key ResponsibilitiesSupport the Investment Management Operations and Wealth Management...
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Associate Advisor
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and Wealth Management Strategy.Key ResponsibilitiesSupport the Investment Management Operations and Wealth Management...
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Associate Advisor
4 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and Wealth Management Strategy.Key ResponsibilitiesSupport the Investment Management Operations and Wealth Management...
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Wealth Advisor Associate
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Wealth Advisor Associate
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Associate Advisor
2 months ago
Job Title: Wealth Management Associate
About RBC Dominion Securities
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.
Job Summary
We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a key member of our advisory team, you will play a critical role in supporting our Investment Advisors and Wealth Management Strategy.
Key Responsibilities:
- Support the Investment Management Operations and Wealth Management Strategy by providing recommendations and solutions to clients
- Coordinate meetings and events for the Investment Advisor with clients and prospects, including agenda preparation and post-meeting follow-up
- Attend client meetings and execute post-meeting follow-up as required
- Provide trading and portfolio rebalancing support
- Offer proactive client service with a problem-resolution focus and attention to detail
- Support the administrative functions of the advisory team
- Contribute to new client acquisition and business development
- Respond to client account inquiries and follow up as required
- Help build and execute business plans, client segmentation, and client service plans
- Identify and execute opportunities among existing clients for asset consolidation and referrals
- Co-manage the client acquisition pipeline and work with the advisory team to close new opportunities
- Deepen relationships with Centers of Influence (COIs) through ongoing management
- Maintain an audit of Wealth Management activities and priorities
Requirements:
- Completion of the CSC and CPH
- Exceptional written and verbal communication skills
- Strong skills working with business applications/technology, including Microsoft Office Suite
Preferred Qualifications:
- Successful completion of the Wealth Management Essentials (WME) course
- Approval as a Registered Representative (RR) with IIROC
- 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 We Offer:
- 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:
- Client Service
- Communication
- Financial Services Industry
- Investments
- Oral Communications
- Portfolio Management
- Team Support
- Time Management
- Trade Processing
- Wealth Management
