Associate Advisor

4 weeks ago


Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time
Job Opportunity

RBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. This role will provide support to our Investment Management Operations and Wealth Management Strategy, while also developing close relationships with clients.

Key Responsibilities
  • Support the team's Investment Management Operations and Wealth Management Strategy
  • Provide Wealth Management recommendations and solutions when appropriate
  • Coordinate meetings and events for the Investment Advisor with clients and prospects
  • Attend client meetings when required and execute post-meeting follow-up
  • Trading and portfolio rebalancing support
  • Provide proactive client service with a problem-resolution focus and attention to details
  • Support the administrative functions of the advisory team
  • Support new client acquisition
  • Respond to client account inquiries and remain accountable to follow-up
  • Help build and execute business plans, client segmentation, and client service plans
  • Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
  • Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities
  • Deepen existing relationships with Centers of Influence (COIs) through ongoing management
  • Maintain audit of Wealth Management activities and priorities
Requirements
  • Completion of the CSC and CPH
  • Exceptional written and verbal communication skills
  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • Nice-to-have: Successful completion of the Wealth Management Essentials (WME) course, Approval as a Registered Representative (RR) with IIROC, 4 years or more of professional experience within the investment industry, Meticulous attention to detail and strong problem-solving and analytical skills, Highly developed client service skills
What's in it for you?
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
  • Challenging work that will help you grow professionally
  • Ongoing opportunities to build close relationships with clients
Job Skills
  • Client Relationship Management, Communication, Financial Services Industry, Investments, Oral Communications, Portfolio Management, Team Support, Time Management, Trade Processing, Wealth Management
Additional Job Details

RBC Dominion Securities Inc. is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.



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