Associate Advisor

2 months ago

Vancouver, 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 Thurlow branch is currently seeking an Associate Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisors. Identifying and assisting growth of new business opportunities will also be key.

**What will you do?**:

- Coordinate meetings and events for the Investment Advisors with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work
- Provide proactive client service on the phone and in person, respond to client inquiries
- Identify opportunities for new business as well as among existing client base for asset consolidation or referrals
- Conduct ongoing research on markets and investments, providing regular updates to the advisory team
- Review portfolios regularly and rebalance them with guidance from the advisory team
- Make recommendations for changes, switches; track positions held; identify buy / sell opportunities; manage positions to be in line with models
- Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, 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
- University degree
- Exceptional written and verbal communication skills in English
- Strong Microsoft Office skills, especially Excel

**Nice-to-have**:

- 4 years or more of professional experience within investment industry
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly-developed client service skills
- Working towards completion of CIM/CFA within 1year

**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

**Job Summary**

**Address**:
745 THURLOW ST:VANCOUVER

**City**:
CAN-BC-VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-08-14

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

**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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