Financial Services Professional
1 week ago
Job Summary
Job Description
What is the Opportunity?
The Royal Bank of Canada is a leading financial institution that offers a wide range of investment and wealth management services. We are seeking a talented and self-directed individual to join our team as an Associate Advisor.
Key Responsibilities:
- Provide proactive advice and support to clients and Investment Advisors to deepen existing relationships and welcome new clients to the firm.
- Identify new opportunities and help grow the business.
- Work with an Investment Advisor team to leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.
- Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients.
- Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
- Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure clients are supported in all aspects of their financial lives.
Requirements:
- Approval as a Registered Representative (RR) with CIRO (if not already obtained, must be willing to be licensed within 6 months of hire date)
- Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
- 4-6 years or more of professional experience within the investment industry, providing face-to-face advice on investment products and services
- University degree
- Exceptional written and verbal communication skills in English and French
- Highly developed client service skills
- Strong skills working with business applications/technology, including Microsoft Office Suite
- Meticulous attention to detail and strong problem-solving and analytical skills
What We Offer:
- 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
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