Associate Advisor

2 weeks ago

Toronto, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The Toronto RBC Dominion Securities 39th floor 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?**
- Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
- Proactively contact clients to ensure accounts are accurate, up-to-date, and compliant.
- Help build and execute business plans, Wealth Management objectives and client service plans.
- Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
- Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.
- Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
- Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.
- Trading and / or portfolio management support.
- Conduct ongoing research on markets and investments and provide regular updates to the advisory team.

**What do you need to succeed?**

**Must-have**
- Approval as an Investment Representative (IR) with IIROC
- University degree
- Exceptional written and verbal communication skills in English
- WME is required to be completed within 6 months

**Nice-to-have**
- 4 years or more of professional experience within the investment/wealth management industry
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly developed interpersonal and client service skills
- Financial planning experience

**What’s in it for you?**

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
- Challenging work that will help you grow professionally
- Ongoing opportunities to build close relationships with clients

**Job Skills**

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

**Additional Job Details**

**Address**:
ROYAL BANK PLAZA, 200 BAY ST:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-03-05

**Application Deadline**:
2024-03-22

**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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