Associate Advisor

2 weeks 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 located in Vancouver is seeking an Investment Associate Advisor to provide dedicated support in investment & portfolio management for a successful Advisory Team.

**What will you do?**
- Manage, execute and monitor all discretionary and non-discretionary investment operations-trading, rebalancing, modelling, cash flow, maturing issues, reorgs, and compliance requirements
- Prepare, monitor and update Investment Policy Statements
- Review and execute on daily reports, transactions, task and activities
- Explore ideas and opportunities in equities, fixed income and alternative assets.
- Proactively review portfolios and models and discuss details and recommendations with Portfolio Manager
- Support with the preparation of proposals (clients and prospects)
- Support with the preparation of review reports.
- Proactively manage contact with clients’ tax professionals and actively manage related tax strategies
- Manage and implement efficient procedures for all portfolio management and investment related work
- Handle market and portfolio-related client inquiries and escalate to client-facing advisory team as necessary

**What do you need to succeed?**

**Must-have**
- Minimum of 5 years of investment management experience
- Successful completion of CFA,CMT- must be IIROC licensed
- A self-directed individual with a growth and goals-oriented mindset
- Meticulous attention to detail and excellent organizational skills
- Accurate number skills

**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 client

**Job Summary**

**Address**:
VANCOUVER, British Columbia, Canada

**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**:
2023-01-23-08:00

**Application Deadline**:
2023-02-14-08:00

**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.

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