Associate Advisor

22 hours ago

Toronto, Ontario, Canada RBC Full time
{"Job Title": "Associate Advisor", "Job Summary": "We are seeking a highly skilled and motivated Associate Advisor to join our team at RBC Dominion Securities. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and Wealth Management professionals in delivering exceptional client service and building strong relationships with our clients.", "Responsibilities": "

* Provide administrative support to our Investment Advisors and Wealth Management professionals, including coordinating meetings and events, preparing documentation, and executing post-meeting follow-up tasks.

* Assist with trading and portfolio rebalancing, including monitoring client accounts and making recommendations for investment opportunities.

* Provide proactive client service, responding to client inquiries and resolving issues in a timely and professional manner.

* Support the administrative functions of the advisory team, including data entry, record-keeping, and other tasks as required.

* Collaborate with the advisory team to identify and execute opportunities for client growth and development.

* Maintain accurate and up-to-date records of client interactions and transactions.

", "Requirements": "

* Completion of the CSC and CPH certifications.

* Exceptional written and verbal communication skills.

* Strong skills working with business applications and technology, including Microsoft Office Suite.

* Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.

* Strong attention to detail and analytical skills.

", "What We Offer": "

* 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, and progressive team.

* Challenging work that will help you grow professionally and develop your skills and expertise.

* Ongoing opportunities to build close relationships with clients and contribute to the success of our Wealth Management team.

", "Additional Information": "

* RBC Dominion Securities is a leading full-service investment and wealth management firm in Canada.

* We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

* 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.

"}

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