Associate Advisor

3 days ago

Mississauga, Canada RBC Full time

Job Summary

Job Description
What is the opportunity?

RBC Dominion Securities is Canadas leading full-service investment and wealth management firm and is backed by Canadas leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The Mississauga Lakeshore 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.

Identify opportunities for asset consolidation and referrals across the existing client base

Support your advisory team with new client acquisition.

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

University degree

Exceptional written and verbal communication skills in English

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

Whats 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
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details
Address:
1672 LAKESHORE RD W:MISSISSAUGA City:
MISSISSAUGA Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2024-09-26 Application Deadline:
2024-12-02 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion 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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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.

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