Associate Advisor

3 days ago

ChathamKent, 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 Chatham RBC Dominion Securities 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?**
- Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively respond to client account inquiries and take ownership of follow-ups.
- Help build and execute business plans, client segmentation exercises, and client service plans.
- Identify opportunities for asset consolidation and referrals across the existing client base
- Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
- Trading and / or portfolio rebalancing support.
- Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and 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

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

**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**:
382 WELLINGTON ST W:CHATHAM-KENT

**City**:
CHATHAM-KENT

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-11-26

**Application Deadline**:
2024-12-11

**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**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Associate Advisor

    4 days ago

    Chatham-Kent, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat 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 Chatham RBC Dominion...

  • Beauty Advisor

    6 months ago

    Chatham-Kent, Canada Sephora Full time

    **Job ID**: 230264 **Location**: ON-Thames-Lea Plaza (1614) **Address**: 697 Grand Ave W, Chatham, ON N7L 1C5, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora...

  • Temporary Beauty Advisor

    6 months ago

    Chatham-Kent, Canada Sephora Full time

    **Job ID**: 234561 **Location**: ON-Thames-Lea Plaza (1614) **Address**: 697 Grand Ave W, Chatham, ON N7L 1C5, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët...

  • Service Advisor

    2 months ago

    Chatham-Kent, Canada 401 TRUCKSOURCE INC. Full time

    Setting, confirming and preparing appointments with customers. - Producing repair orders for customers with transparency including cost and time estimates. - Communicating frequently with Technicians and parts associates to ensure timely completion. - Determining commercial vehicle needs based on information and vehicle walk around. - Ability to work in...

  • EHS Advisor

    5 months ago

    Chatham-Kent, Canada Aecon Group Full time

    **Come Build Your Career at Aecon!** As a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to...

  • Advisor, Ehs

    5 months ago

    Chatham-Kent, Canada Aecon Group Full time

    **Come Build Your Career at Aecon!** As a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to...

  • Beauty Advisor

    3 months ago

    Chatham-Kent, Canada Sephora Full time

    **Job ID**: 255229 **Location**: ON-Thames-Lea Plaza (1614) **Address**: 697 Grand Ave W, Chatham-Kent, ON N7L 1C5, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris....

  • Wireless Sales Associate, Chatham, On

    6 months ago

    Chatham-Kent, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the newest and most innovative phones and plans that the market has to offer. Our Mobilists (Sales Associates) are our front-line advisors that use their expertise to provide...

  • Mobile Sales Associate

    5 months ago

    Chatham-Kent, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...

  • Retail Sales Associate

    6 months ago

    Chatham-Kent, Canada Best Buy Full time

    Are you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...

  • Advisor Upstream Regulation

    3 months ago

    Chatham-Kent, Canada Enbridge Full time

    **Posting End Date**: September 17, 2024 **Employee Type**: Regular-Full time **Union/Non**: This is a non-union position Are you interested in joining a collaborative team that plays an integral part in meeting our customer’s energy needs? We have an exciting opportunity for an Advisor, Upstream Regulation to join our team! The Gas Supply Planning and...

  • Paid Services Beauty Advisor

    3 weeks ago

    Chatham-Kent, Canada Sephora Full time

    **Job ID**: 258243 **Location**: ON-Thames-Lea Plaza (1614) **Address**: 697 Grand Ave W, Chatham, ON N7L 1C5, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide...

  • Temporary Beauty Advisor

    1 week ago

    Chatham, Canada Sephora Full time

    Job ID: 258241Location: ON-Thames-Lea Plaza (1614)Address: 697 Grand Ave W, Chatham, ON N7L 1C5, Canada (CA)Full Time/Part Time: Part TimePosition Type: TemporaryWho we are behind the stripes:Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët Hennessy Louis Vuitton (LVMH) in...

  • Services Lead, Stores

    3 months ago

    Chatham-Kent, Canada Sephora Full time

    **Job ID**: 255221 **Store Name/Number**: ON-Thames-Lea Plaza (1614) **Address**: 697 Grand Ave W, Chatham-Kent, ON N7L 1C5, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Services Lead, Stores - Full Time, you will be supporting all departments on the sales floor within a specific Sephora...