Associate Advisor

2 weeks ago


Greater Sudbury Grand Sudbury, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Associate Advisor

**What is the opportunity?**

The RBC Dominion Securities branch located in Sudbury 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?**
- Interact with clients on a daily basis
- Prepare financial plans
- Manage the wealth management process for all clients
- Conduct portfolio reviews with clients
- Manage the service cycle for client households, assist in rebalancing, client conversations related to portfolio management

**What do you need to succeed?**
- 5+ years of industry experience
- Financial planning experience (coordinating wealth plans)
- Exceptional client service skills
- RR-license
- Comfortable speaking to clients about investment strategy
- Excellent time-management skills
- CFP or other financial planning courses

**What’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.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with client

**Job Summary**

**Address**:
GREATER SUDBURY / GRAND SUDBURY, Ontario, Canada

**City**:
CAN-ON-GREATER SUDBURY / GRAND SUDBURY

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-01-09-08:00

**Application Deadline**:
2023-01-24-08:00

**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.

**Join our Talent Community**

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