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Associate Business Development Specialist

2 months ago

West Vancouver, British Columbia, Canada RBC Full time
Job Summary

RBC Dominion Securities is seeking a highly skilled Associate Advisor to join a successful Advisory Team in West Vancouver. As a key member of the team, you will play a vital role in deepening client relationships, identifying new business opportunities, and providing exceptional client service.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, providing sound advice and support to help them achieve their financial goals.
  • New Business Development: Identify and pursue new business opportunities, working closely with the Investment Advisor to grow the client base.
  • Client Service: Provide proactive and responsive client service, addressing client inquiries and concerns in a timely and professional manner.
  • Business Planning: Assist in the development and execution of business plans, client segmentation, and client service plans to drive business growth and client satisfaction.
  • Trading and Portfolio Management: Assist with trading and portfolio rebalancing activities, ensuring that client portfolios are aligned with their investment objectives.
  • Market Research and Analysis: Conduct ongoing research on markets and investments, providing regular updates to the advisory team to inform investment decisions.
Requirements
  • Experience: A minimum of 2 to 4 years of professional experience in the investment industry.
  • Registration: Approval as a Registered Representative (RR) with IIROC.
  • Education: A university degree.
  • Skills: Exceptional written and verbal communication skills, strong Microsoft Office skills, and a self-directed individual with a growth and goals-oriented mindset.
What We Offer
  • Total Rewards Program: A comprehensive program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Dynamic Work Environment: A collaborative, progressive, and high-performing team environment.
  • Opportunities for Growth: Opportunities to do challenging work, build close relationships with clients, and advance your career.