Financial Services Professional

1 week ago

Moncton, New Brunswick, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

The Royal Bank of Canada is a leading financial institution that offers a wide range of investment and wealth management services. We are seeking a talented and self-directed individual to join our team as an Associate Advisor.

Key Responsibilities:

  • Provide proactive advice and support to clients and Investment Advisors to deepen existing relationships and welcome new clients to the firm.
  • Identify new opportunities and help grow the business.
  • Work with an Investment Advisor team to leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients.
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure clients are supported in all aspects of their financial lives.

Requirements:

  • Approval as a Registered Representative (RR) with CIRO (if not already obtained, must be willing to be licensed within 6 months of hire date)
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
  • 4-6 years or more of professional experience within the investment industry, providing face-to-face advice on investment products and services
  • University degree
  • Exceptional written and verbal communication skills in English and French
  • Highly developed client service skills
  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • Meticulous attention to detail and strong problem-solving 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, progressive, and high-performing team
  • Challenging work that will help you grow professionally
  • Ongoing opportunities to build close relationships with clients

Job Skills:

  • Customer Service
  • Customer Service Management
  • Decision Making
  • Interpersonal Relationship Management
  • Investment Management
  • Investment Performance Measurement

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