Associate Advisor

The RBC Dominion Securities branch located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.What will you do?Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work.Provide proactive client service with a problem-resolution focus and attention to details.Respond to client account inquiries and remain accountable to follow-up, as required.Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.Deepen existing relationships with Centers of Influence (COIs) through ongoing management.Trading and / or Portfolio RebalancingConduct ongoing research on markets and investments, provide regular updates to the advisory team.Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.What do you need to succeed?Must-haveApproval as a Registered Representative (RR) with IIROCSuccessful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)University degreeA self-directed individual with a growth and goals-oriented mindsetExceptional written and verbal communication skillsStrong Microsoft Office skillsNice-to-have4 years or more of professional experience within investment industryMeticulous attention to detail and strong problem solving and analytical skillsHighly developed client service skillsWhat’s 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.BenefitsA comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientCompensationCompensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.The expected base salary range for this position is $38,000 - $55,000.This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.RBC Compensation PhilosophyDrives RBC’s high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress: 2950 GLEN DR:COQUITLAMCity: CoquitlamCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-09-12Application Deadline: 2026-01-10Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay 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. #J-18808-Ljbffr