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Associate Advisor

1 month ago


Vancouver, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled and motivated Associate Advisor to join our team in Vancouver. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.

Key Responsibilities:
  • Coordinate meetings and events for the Investment Advisor, including agenda planning, documentation preparation, and post-meeting follow-up.
  • Provide exceptional client service with a problem-resolution focus and attention to detail, liaising with various departments as needed.
  • Respond to client account inquiries and ensure timely follow-up, as required.
  • Contribute to business planning, client segmentation, and client service initiatives.
  • Identify and execute opportunities for asset consolidation, referrals, and other growth initiatives among existing clients.
  • Support the advisory team and clients through the Wealth Management process, gathering relevant information, coordinating activities, and tracking progress.
Requirements:
  • Approval as a Registered Representative (RR) with IIROC.
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT).
  • 2-4 years or more of professional experience within the investment industry.
  • University degree.
  • Self-directed individual with a growth and goals-oriented mindset.
  • Exceptional written and verbal communication skills in both English and Mandarin.
What We Offer:
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Opportunities to work in a dynamic, collaborative, progressive, and high-performing team.
  • Challenging work and opportunities to build close relationships with clients.
Compensation:

The expected base salary range for this position is $38,000 - $55,000, depending on experience, skills, and registration status. In addition, you have the potential to earn considerably more through RBC's robust discretionary bonus program.