Junior Wealth Management Consultant

4 weeks ago

Windsor, Ontario, Canada Royal Bank of Canada> Full time

Position Overview

What is the opportunity?

Royal Bank of Canada is recognized as a premier investment and wealth management organization in Canada. Our mission is to assist clients in achieving financial prosperity through a tailored approach that leverages the extensive resources of RBC Wealth Management.

The RBC Dominion Securities branch is looking for a Junior Wealth Management Consultant to become a vital part of an energetic Advisory Team. In this role, you will contribute to the execution of the team's wealth management initiatives for clients.

Key Responsibilities

  • Organize meetings and events for the Investment Advisor with clients and potential clients: assist in establishing agendas and critical topics, prepare necessary documentation, and manage follow-up tasks. Attend client meetings as needed.
  • Deliver proactive client support with a focus on problem-solving and meticulous attention to detail. Collaborate with various departments for execution, as required.
  • Address client account inquiries and ensure accountability for follow-up actions, as necessary.
  • Assist in the development and implementation of business strategies, client segmentation, and service plans.
  • Identify and pursue opportunities within the existing client base for asset consolidation and referrals.
  • Support the advisory team and clients throughout the Wealth Management process. Gather pertinent information, coordinate activities with Wealth Management specialists, monitor progress, and follow up accordingly.

Qualifications

Essential Requirements

  • Registered Representative (RR) approval with CIRO (formerly IIROC).
  • Successful completion of the Wealth Management Essentials (WME) course.
  • A university degree.
  • A self-motivated individual with a focus on growth and goal achievement.
  • Excellent written and verbal communication skills in English.

Preferred Qualifications

  • A minimum of 4 years of professional experience in the investment sector.
  • Strong attention to detail coupled with robust problem-solving and analytical abilities.
  • Highly developed client service capabilities.

What We Offer

We thrive on the challenge to excel, embrace progressive thinking for continuous growth, and collaborate to provide trusted advice that enables our clients to flourish and our communities to thrive. We value each other, aim for our full potential, contribute positively to our communities, and achieve mutual success.

  • A comprehensive Total Rewards Program that includes bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable.
  • Work within a dynamic, collaborative, and high-performing team environment.
  • Opportunities to engage in challenging work.
  • Opportunities to cultivate close relationships with clients.

Skills Required

Customer Service, Customer Relationship Management, Decision Making, Interpersonal Skills, Investment Management, Performance Measurement.

Commitment to Diversity

At RBC, we embrace diversity and inclusion as a catalyst for innovation and growth. We are dedicated to fostering inclusive teams and an equitable workplace where all employees can be their authentic selves. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

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