Associate Advisor

3 weeks ago

Ottawa, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s 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 Bells Corners 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.
- Help build and execute business plans, client segmentation exercises, and client service plans.
- Identify opportunities for asset consolidation and referrals across the existing client base
- Support your advisory team with new client acquisition.
- 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 or Investment Management Techniques (IMT)
- University degree
- Exceptional written and verbal communication skills in English

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