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Junior Wealth Management Consultant
3 months ago
Position Overview
What is the opportunity?
At RBC Dominion Securities, recognized as Canada's premier full-service investment and wealth management institution, we are dedicated to empowering our clients to achieve financial prosperity through a tailored approach that leverages the extensive resources of RBC Wealth Management.
We are currently looking for a Junior Wealth Management Consultant to join our vibrant Advisory Team. In this role, you will assist in executing the team's wealth management strategies for our clientele.
Key Responsibilities
- Facilitate meetings and events for the Investment Advisor with clients and prospects: assist in determining the agenda and key discussion points, prepare necessary documentation, and handle follow-up tasks post-meeting. Attend client meetings as needed.
- Deliver proactive client service with a focus on problem resolution and meticulous attention to detail. Collaborate with various departments for execution when necessary.
- Address client account inquiries and ensure accountability for follow-up actions as required.
- Assist in the development and execution of business plans, client segmentation, and service strategies.
- 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
- Approval as a Registered Representative (RR) with CIRO (formerly IIROC).
- Successful completion of the Wealth Management Essentials (WME) course.
- A university degree.
- A self-motivated individual with a growth-oriented mindset.
- Exceptional 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 excellent problem-solving and analytical abilities.
- Highly developed client service skills.
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, strive to reach our potential, make a positive impact in our communities, and achieve shared 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 projects.
- Opportunities to cultivate close relationships with clients.
Core Competencies
Customer Service, Customer Relationship Management, Decision Making, Interpersonal Skills, Investment Management, Performance Measurement.
Commitment to Diversity
At RBC, we are committed to fostering diversity and inclusion as a catalyst for innovation and growth. We strive to create inclusive teams and an equitable workplace where all employees can bring their authentic selves to work. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.
Accessibility Commitment
We aim to provide an accessible candidate experience for prospective employees with diverse abilities. Please inform us if you require any accommodations during the recruitment process.
