Associate Advisor

4 weeks ago

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

Job Summary

Job Description

What is the opportunity?

Royal Bank of Canada is seeking a skilled Bilingual Associate Advisor to join our team of experienced professionals. As a key member of our Advisory Team, you will play a vital role in deepening client relationships by offering sound advice and support to clients and to 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.
  • Trading and / or Portfolio Rebalancing
  • 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
  • Approval as a Registered Representative (RR) with IIROC
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
  • 2-4 years or more of professional experience within investment industry
  • University degree
  • A self-directed individual with a growth and goals-oriented mindset
  • Exceptional written and verbal communication skills in both English and Mandarin
What's in it for you?

We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work and build close relationships with clients are also available.

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

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Associate Investment Advisor

    3 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a skilled Associate Investment Advisor to join our team in Vancouver, BC. As an Associate Investment Advisor, you will play a key role in deepening client relationships by providing sound advice and support to clients and the Investment Advisor. Identifying and assisting...

  • Associate Advisor

    4 weeks ago

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

    Job SummaryRoyal Bank of Canada is seeking a talented and self-directed individual to join our Wealth Management team as an Associate Advisor. This role involves working with an Investment Advisor team to provide proactive advice and support to clients, helping to deepen existing relationships and welcome new clients to the firm.Key Responsibilities:Leverage...

  • Associate Investment Advisor

    4 weeks ago

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

    Job SummaryWe are seeking a highly motivated and experienced Associate Investment Advisor to join our successful Advisory Team in Vancouver, BC. As a key member of our team, you will be responsible for deepening client relationships, identifying and executing new business opportunities, and providing proactive client service with a problem-resolution...

  • Investment Advisor Associate

    4 weeks ago

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

    Job SummaryJob DescriptionWhat is the Opportunity?Royal Bank of Canada is seeking a highly skilled Bilingual Associate Advisor to join our Wealth Management team. As a key member of our team, you will play a crucial role in providing exceptional client service and support to our Investment Advisors.Key ResponsibilitiesCoordinate meetings and events for the...

  • Associate Advisor

    1 month ago

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

    Job OpportunityRoyal Bank of Canada is seeking a highly skilled and motivated Associate Advisor to join our dynamic Wealth Management team in West Vancouver. As a key member of our advisory team, you will play a critical role in deepening client relationships, identifying new business opportunities, and driving growth.Key ResponsibilitiesCoordinate meetings...

  • Business Valuations Associate

    1 week ago

    Vancouver, British Columbia, Canada MNP Full time

    OverviewMNP, a leading national accounting and business advisory firm in Canada, is seeking an experienced Business Valuations Associate to join our team. As a trusted advisor, you will provide independent and reliable business valuations that empower clients to advance their strategic goals.About the RoleThis diverse team of professionals works with clients...

  • Investment Advisor Associate

    3 weeks ago

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

    Job SummaryJob DescriptionWhat 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...

  • Wealth Management Advisor

    1 week ago

    Vancouver, British Columbia, Canada NBC Full time

    Job SummaryAs a Wealth Management Associate at National Bank, you will play a key role in supporting investment advisors to deliver exceptional customer service and help clients achieve their financial goals.Key Responsibilities:Support Investment AdvisorsCarry out routine operations related to financial transactionsAnalyze, open, and update client...

  • Strategic Wealth Advisor

    3 days ago

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

    Explore a challenging opportunity at Royal Bank of Canada, where you will be working closely with high-net-worth and ultra-high-net-worth families as a Senior Associate / Associate Advisor.Company OverviewRoyal Bank of Canada is one of the top-performing teams in Vancouver's business community. Our team operates on the principles of simplicity, transparency,...

  • Retail Associate

    1 week ago

    Vancouver, British Columbia, Canada Aritzia Full time

    The RoleAs a key member of our boutique team, you will play a vital role in delivering exceptional customer experiences, driving sales, and upholding the highest standards of product presentation and knowledge.Support the Service Counter team to ensure seamless and elevated client experiences.Curate our merchandise assortment and maintain a visually...

  • High-Performance Wealth Advisor

    1 week ago

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

    Role OverviewWe are seeking an experienced Senior Associate/Associate Advisor to join our top-performing Advisory team in Vancouver, Canada.About the OpportunityYou will be working with high-net-worth and ultra-high-net-worth families as their primary contactCollaborate closely with team members and external advisors on a daily basisPossibility of leading...

  • Senior Associate Wealth Advisor

    4 weeks ago

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

    Job OpportunityRoyal Bank of Canada is seeking a highly skilled and experienced Wealth Management Professional to join our team in Vancouver. As a Senior Associate Wealth Advisor, you will be responsible for delivering customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients.The ideal candidate will have at least 7 years of...

  • Financial Aid Advisor

    3 weeks ago

    Vancouver, British Columbia, Canada Langara College Full time

    Job Title: Advisor, RES, Financial AidThe successful candidate will provide service-oriented advising, instructions, and guidance to prospective and current students, internal staff, or external parties in registrarial matters related to their specialized field. This position requires maintaining current knowledge of College registrarial procedures or...

  • Lot Associate

    3 weeks ago

    Vancouver, British Columbia, Canada OpenRoad Auto Group Full time

    Part-time Lot Associate position available at The BMW Store in Sales department. The role involves maintaining vehicle presentation, exceeding customer expectations, and working with Service and Product Advisors. The ideal candidate has attention to detail, strong computer skills, and a valid BC driver's license. Opportunities for training and development,...

  • Wealth Management Associate

    4 weeks ago

    Vancouver, British Columbia, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and helping them to stand out in the market.Key...

  • Lot Associate

    2 weeks ago

    Vancouver, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Your Potential with OpenRoadAs a Lot Associate with OpenRoad Auto Group, you will play a vital role in delivering exceptional customer experiences.Key Responsibilities:Maintain a clean and organized lot, ensuring vehicles are ready for delivery or display.Collaborate with Service Advisors and Product Advisors to exceed customer expectations.Transport...

  • Lot Associate

    4 weeks ago

    Vancouver, British Columbia, Canada OpenRoad Auto Group Full time

    **Unlimited Possibilities Ahead**At OpenRoad Auto Group, we're committed to delivering exceptional customer experiences. As a Lot Associate, you'll play a vital role in ensuring our inventory is always clean, well-maintained, and ready for delivery or display.**Key Responsibilities:**Keep all vehicles clean and ready for delivery or displayProper day-to-day...

  • Senior Housing Advisor

    4 weeks ago

    Vancouver, British Columbia, Canada BC Housing Full time

    Job Title: Supportive Housing AdvisorJob Summary:The Supportive Housing Advisor plays a critical role in administering funding and reviewing the effectiveness of Non-Profit Societies responsible for delivering housing and support programs. This position requires a high degree of financial oversight and risk mitigation, as well as the ability to build and...

  • Lot Associate

    4 days ago

    Vancouver, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Endless Opportunities as a Lot Associate at OpenRoad Auto GroupAre you looking for a dynamic and rewarding role where you can showcase your skills and grow with a leading automotive retail group? As a Lot Associate at OpenRoad Auto Group, you'll be part of a collaborative and progressive work culture that emphasizes innovation, relationship-building,...

  • Wealth Management Associate

    4 weeks ago

    Vancouver, British Columbia, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and helping them to stand out in the industry.Your primary...