Investment Advisor Associate

3 weeks ago

West Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

The Royal Bank of Canada is seeking an Associate Advisor to join a successful Advisory Team. This role involves deepening client relationships by offering sound advice and support to clients and the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

Key Responsibilities

  • Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.
  • Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
  • Respond to client account inquiries and remain accountable to follow-up, as required.
  • Help build and execute business plans, client segmentation, and client service plans.
  • Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
  • Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
  • Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
  • Trading and / or Portfolio Rebalancing
  • Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
  • Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.

Requirements

  • A minimum of 2 to 4 years of professional experience within investment industry
  • Approval as a Registered Representative (RR) with IIROC
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
  • University degree
  • A self-directed individual with a growth and goals-oriented mindset
  • Exceptional written and verbal communication skills
  • Strong Microsoft Office 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
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to build close relationships with clients

The expected base salary range for this particular position is $38,000 - $55,000 -- depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills

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

Additional Job Details

Job Type:

Full time

Pay Type:

Salaried

Platform:

WEALTH MANAGEMENT

Job Category:

Financial Services

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