Investment Advisor

4 weeks ago

Vancouver, British Columbia, Canada RBC Full time
Job Summary

RBC Dominion Securities is seeking a highly skilled and motivated Associate Investment Advisor to join their successful Advisory Team in Vancouver, BC. As an Associate Investment Advisor, you will play a key role in deepening client relationships, identifying and executing growth opportunities, and providing proactive client service with a problem-resolution focus.

Key Responsibilities
  • Provide exceptional client service with a focus on problem resolution and attention to detail.
  • Identify and execute opportunities among existing client base for asset consolidation, referrals, and other growth initiatives.
  • Conduct ongoing research on markets and investments, providing regular updates to the advisory team.
  • Trading and/or portfolio rebalancing.
Requirements
  • Approval as a Registered Representative (RR) with IIROC.
  • Successful completion of the Investment Management Techniques (IMT) Course/CIM or CFA.
  • University degree.
  • A self-directed individual with a growth and goals-oriented mindset.
  • Strong Microsoft Office skills.
What We Offer
  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

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