Associate Wealth Advisor

3 weeks ago

Saskatoon, 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 Wealth Advisor
- ** 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. Attend client meetings when required.
- Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client account inquiries and remain accountable to follow-up, as required.
- Help build and execute business plans, client segmentation, and client service plans.
- 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.
- Conduct 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.

**Job Summary**

The RBC Dominion Securities branch located in Saskatoon is seeking an Associate Wealth Advisor to join a dynamic Advisory Team. You will develop and implement the team’s wealth management strategy for clients.

**Address**:
SASKATOON, Saskatchewan, Canada

**City**:
CAN-SK-SASKATOON

**Country**:
Canada

**Work hours/week**:
30

**Employment Type**:
Part time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-03-30

**Application Deadline**:
2023-04-07

**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.

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