Associate Wealth Advisor

3 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 Wealth Advisor

**What is the opportunity?**

The RBC Dominion Securities branch located in Toronto is seeking a Wealth Associate to execute a high performing Advisory Teams Wealth Management Strategy.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams. Applies experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.

**What will you do?**
- Assists customers in the development of investment strategies and selecting the best products to support such strategies.
- Expands existing relationships and develops new customer relationships through prospecting, networking, and referrals.
- Establishes individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives.
- Establishes individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives.
- Maintain audit of wealth management activities and priorities so as to inform new opportunities with clients.
- Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.
- Liaise with branch management team for updates on and progress with wealth management initiatives.

**What do you need to succeed?**

**Must-have**
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills
- Minimum of 2 years of experience in securities industry

**Nice-to-have**
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset

**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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients

**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**:
2023-02-03-08:00

**Application Deadline**:
2023-02-18-08:00

**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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