Associate Advisor

2 weeks 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 branch located in North York is seeking a Senior Associate Advisor to join a large high performing Advisory Team. You will deepen client relationships by offering sound advice and support to clients as well as the Investment Advisor. You will also play a key role in identifying and assisting growth of new business opportunities.

**What will you do?**
- Relationship manage a segment of the Investment Advisor’s book.
- Provide investment advice and wealth planning to clients.
- Support the advisory team and clients through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.
- Help build and execute business plans, client segmentation, and client service plans.
- Support the trading and / or portfolio rebalancing function.
- Coordinate meetings and events for yourself and 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
- Identify and execute opportunities among existing client base for asset consolidation, referrals to COIs and wealth planning needs.
- Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
- Deepen existing relationships with Centers of Influence (COIs).
- Regularly review research on markets and investments, provide regular updates to the advisory team.

**What do you need to succeed?**

**Must Have**
- Currently Registered Representative (RR) licensed with IIROC / CIRO, or successful completion of CSC within last two years.
- At least two years of client relationship/advisory responsibility
- Fluency in Cantonese
- University degree
- Strong Microsoft Office skills
- A self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills
- The desire to work on a large team

**Nice to have**
- The ability to onboard your own clients
- Financial planning accreditations

**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
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression

**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**:
2023-08-23

**Application Deadline**:
2023-09-25

**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 weeks 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...

  • Associate Engineering Manager, Frameworks

    1 week ago

    Toronto, ON, Canada Mechanic Advisor Inc. Full time

    Steer by Mechanic Advisor offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer CRM suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about...

  • Associate Engineering Manager, Frameworks

    1 week ago

    Old Toronto, Canada Mechanic Advisor Inc. Full time

    Steer by Mechanic Advisor offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer CRM suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about...

  • Associate Engineering Manager, Frameworks

    1 week ago

    Old Toronto, Canada Mechanic Advisor Inc. Full time

    Steer by Mechanic Advisor offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer CRM suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about...

  • Associate Engineering Manager, Frameworks

    1 week ago

    Old Toronto, Canada Mechanic Advisor Inc. Full time

    Steer by Mechanic Advisor offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer CRM suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about...

  • Associate Engineering Manager, Frameworks

    9 hours ago

    Old Toronto, Canada Mechanic Advisor Inc. Full time

    Steer by Mechanic Advisor offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer CRM suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about...

  • Associate Advisor

    3 days ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** The RBC Dominion Securities branch located in North York is seeking a Senior Associate Advisor to join a large high performing Advisory Team. You will deepen client relationships by offering sound advice and support to clients as well as the Investment Advisor. You will also play a key role in identifying and...

  • Associate Advisor

    3 days 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...

  • Advisor Support Associate

    4 weeks ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: Advisor Support Associates report to the Regional Sales Support Manager and Sales Support Manager and contribute to an advisor’s success by providing value-added sales support, marketing support, and client service support to help them grow their business. **What you will do** - Provide strategic sales support to advisors to help them...

  • Advisor Support Associate

    7 days ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for an **Advisor Support Associate** to join our Financial Solutions Centre! Reporting to the Sales Support Manager, Financial Solutions Centre the Advisor Support Associate will contribute to our Financial Service Representatives success by providing value-added sales and client service support to help us grow our...

  • Associate Advisor

    4 weeks ago

    Toronto, Ontario, Canada RBC - Royal Bank 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.As an Associate Advisor, you...

  • Associate Advisor

    4 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...

  • Associate Advisor

    6 days 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...

  • Bilingual Advisor Support Associate

    4 weeks ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a Bilingual **Advisor Support Associate** to join our Financial Solutions Centre! Reporting to the Sales Support Manager, Financial Solutions Centre the Advisor Support Associate will contribute to our Financial Service Representatives success by providing value-added sales and client service support to help us grow...

  • Associate Financial Advisor

    5 days ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Associate

    4 weeks ago

    Toronto, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Retail **Reporting To**: Investment Advisor(s) and Branch Management Team **Job Id**: TOR - 462 **Job Level**: L4 **Seniority Level**: Associate **Position Overview**: We are seeking an individual to join our team in the Toronto office. As an Associate the incumbent...

  • Associate Policy Advisor

    4 weeks ago

    Toronto, Canada Investment Funds Institue of Canada Full time

    The Investment Funds Institute of Canada (IFIC) is the voice of Canada’s investment funds industry. IFIC brings together approximately 150 organizations, including fund managers, dealers, and service providers, to strengthen the integrity of the investment funds industry and foster public confidence in investment funds, helping Canadian investors to...

  • Associate

    4 days ago

    Toronto, Canada Richardson Wealth Full time

    **Employment Status**: - Permanent Full-Time**Location**: - Toronto, ON**Department**: - Retail**Reporting To**: - Investment Advisor(s) and Branch Management Team**Job Id**: - TOR - 056**Job Level**: - L4**Seniority Level**: - Associate**Position Overview**: We are seeking an individual to join our team in the Toronto office. As an Associate the...

  • Financial Planning Associate

    1 week ago

    Toronto, Canada Scotiabank Full time

    Purpose of Job:  The primary purpose of the Financial Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation. Accountabilities: 1. Proactively support the planning needs of...

  • Associate

    5 days 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...