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Associate Advisor

2 months ago

Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time
{"Job Summary": "At Royal Bank of Canada, we are seeking a talented and self-directed individual to join our team as an Associate Advisor. As a key member of our Investment Advisor team, you will provide proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Your growth- and goals-oriented mindset will be essential in identifying new opportunities and helping to grow the business.", "What is the opportunity?": "RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.", "Responsibilities": "
  • Leverage your talent for planning to facilitate meetings and events for the Investment Advisor with their clients and prospects.
  • Provide proactive client service, working collaboratively to provide smooth and timely solutions.
  • Effectively respond to client account inquiries and take ownership of follow-ups.
  • Help build and execute business plans, client segmentation exercises, and client service plans.
  • Identify opportunities for asset consolidation and referrals across the existing client base.
  • Support your advisory team with new client acquisition.
  • Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
", "What do you need to succeed?": "
  • Approval as a Registered Representative (RR) with IIROC.
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT).
  • University degree.
  • Exceptional written and verbal communication skills.
  • Strong skills working with business applications/technology, including Microsoft Office Suite.
", "What's in it for you?": "We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. You will also benefit from a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.", "Job Skills": "Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement"}