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Associate Advisor

2 months ago

Mississauga, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

Royal Bank of Canada is 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.

Key Responsibilities
  • Leverage your planning skills to facilitate meetings and events for the Investment Advisor with clients and prospects, determining agenda and key topics, preparing documentation, and executing post-meeting work.
  • Utilize your problem resolution skills to provide proactive client service, liaising with various departments to provide smooth and timely solutions.
  • Effectively respond to client account inquiries and take ownership of follow-ups.
  • Identify opportunities for asset consolidation and referrals across the existing client base.
  • Support the advisory team with new client acquisition.
  • Provide trading and portfolio rebalancing support.
  • Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
  • Support both the advisory team and clients throughout the Wealth Management process, coordinating activities with internal Wealth Management specialists, managing documentation, tracking progress, and following up.
Requirements
  • Approval as a Registered Representative (RR) with IIROC.
  • Successful completion of the Wealth Management Essentials (WME) course.
  • University degree.
  • Exceptional written and verbal communication skills in English.
  • Strong skills working with business applications/technology, including Microsoft Office Suite.
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, progressive, and high-performing team.
  • Challenging work that will help you grow professionally.
  • Ongoing opportunities to build close relationships with clients.