Wealth Management Advisor

4 days ago

Montreal, Quebec, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled Associate Wealth Advisor to join our team. As a key member of our advisory team, you will play a crucial role in deepening client relationships and providing sound advice and support to clients and the team.

Key Responsibilities
  • Support the advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnaires.
  • Prepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunities.
  • Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow up.
  • Liaise with branch management team for updates on and progress with wealth management initiatives.
  • Coordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting work.
  • Provide proactive and high-end client service on the phone and in person, respond to client inquiries.
  • Identify opportunities for new business as well as among existing client base for asset consolidation or referrals.
Requirements
  • 5 years of professional experience in the investment industry.
  • Registered Representative (RR) approval with CIRO (i.e., CSC, CPH, and WME).
  • Financial planner diploma granted by the Institute of Financial Planning.
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
  • Advanced proficiency in Microsoft 365 apps.
  • University degree.
  • 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.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to build close relationships with clients.

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