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Wealth Management Advisor

2 months ago

Montreal, Quebec, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

Royal Bank of Canada is seeking a skilled Associate Wealth Advisor to join a dynamic advisory team. As a key member of the team, you will play a vital role in deepening client relationships by providing sound advice and support to clients and the advisory team. Developing and implementing the team's wealth management strategy for clients is the primary focus of this role.

Key Responsibilities

  • Support the advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnaires
  • Prepare comprehensive wealth and financial projections using advanced wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunities
  • Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow up
  • Liaise with branch management team for updates on and progress with wealth management initiatives
  • Coordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting work
  • Provide proactive and high-end client service on the phone and in person, respond to client inquiries
  • Identify opportunities for new business as well as among existing client base for asset consolidation or referrals

Requirements

  • 5 years of professional experience in the investment industry
  • Registered Representative (RR) approval with CIRO (i.e., CSC, CPH, and WME)
  • Financial planner diploma granted by the Institute of Financial Planning
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Advanced proficiency in Microsoft 365 apps
  • University degree
  • Meticulous attention to detail and strong problem-solving and analytical skills

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to build close relationships with clients

Additional Job Details