Financial Advisor

4 weeks ago


Sherbrooke, Quebec, Canada Royal Bank of Canada> Full time
Job Summary

Royal Bank of Canada is seeking a skilled Associate Advisor to join our dynamic advisory team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.

Key Responsibilities
  • Respond to client inquiries and ensure timely follow-up
  • Contribute to business planning, client segmentation, and client service initiatives
  • Identify and execute opportunities for asset consolidation, referrals, and new business growth
  • Collaborate with the advisory team to manage the client acquisition pipeline and close new opportunities
  • Execute trades and rebalance portfolios
  • Stay up-to-date on market research and provide regular updates to the advisory team
  • Support clients and the advisory team through the wealth management process
Requirements
  • Registered Representative (RR) designation with CIRO
  • Successful completion of the Wealth Management Essentials (WME) course
  • University degree
  • Self-directed individual with a growth-oriented mindset
  • Bilingualism (English and French) required
  • Strong working knowledge of Microsoft 365 apps
What We Offer
  • Comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Dynamic, collaborative, and high-performing team environment
  • Opportunities for challenging work and professional growth
  • Opportunities to build close relationships with clients


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