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Financial Services Advisor

2 months ago

Peterborough, Ontario, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our clients and Investment Advisors.

Key Responsibilities
  • Identify opportunities for asset consolidation and referrals across the existing client base
  • Support the advisory team with new client acquisition and nurture valuable relationships with Centers of Influence (COIs) and RBC partners
  • Provide trading and/or portfolio rebalancing support, as well as financial planning and wealth management services
  • Host client seminars and support the advisory team and clients throughout the wealth management process
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Successful completion of the Wealth Management Essentials (WME) course
  • Certified Financial Planner (CFP) desired or in progress
  • LLQP desired or completed within first 2 years of employment
  • University degree
  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • High quality time management and organization skills
  • Exceptional verbal and written communication skills in English
What We Offer
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • An opportunity to make a difference and have a lasting impact on the lives of others
  • Work in a dynamic, collaborative, progressive, and high-performing team
Why Join Us

Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.