Associate Advisor

1 month ago

Toronto, 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 Inc. (“RBC DS”) Branch located in Toronto is looking for an Associate Advisor to join the Ascendant Wealth Partners team by providing exceptional client service as well as investment & wealth management advice.

**What will you do?**
- Provide world class client service to our valued clients
- Enhance the client relationship though executing the investment & wealth strategies of the PM as well as engaging the financial planning, estate planning and other wealth management resources of RBC DS
- Assist in the development of the team’s investment strategy for clients
- Investment research, analysis, executing trades and rebalancing client portfolios
- Support the PM by identifying and assisting growth of new business opportunities
- Utilize contact management system for daily task management

**What do you need to succeed?**

**Must-have**
- At least 5 years of experience in the investment field working as an Associate Investment Advisor, Associate Advisor, Registered Representative, Senior Associate or Associate
- IIROC licensed as a Registered Representative (RR)
- Exceptional verbal and written English skills - excellent communicator over the telephone
- Bachelor’s Degree from a recognized university
- One investment or financial planning designation (such as CIM, QAFP, CFP, etc.)
- Attention to detail and strong organizational skills
- Ability to successfully multi-task and change priorities mid-stream, as required
- Advanced Microsoft Office skills (Work, Excel, PowerPoint and Outlook)
- Willingness to work on-site in the office full time

**Nice-to-have**
- CFA Designation
- Other Professional Designations (such as CPA, CA, etc.)

**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
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service

**Job Summary**

**Address**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-08-10

**Application Deadline**:
2023-09-02

**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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