Investment Portfolio Coordinator

2 weeks ago


Winnipeg, Manitoba, Canada Royal Bank of Canada Full time

About Royal Bank of Canada

Royal Bank of Canada is Canada's leading full-service investment and wealth management firm, backed by the country's largest financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping clients build and preserve their wealth.

Salary Estimate: $60,000 - $80,000 per year

Job Description

We are seeking a highly skilled Investment Portfolio Coordinator to join our dynamic team. As an essential member of our advisory team, you will be responsible for providing proactive advice and support to our clients and Investment Advisors, helping deepen existing relationships and welcome new clients to the firm. Your key responsibilities will include:

  • Leveraging your talent for planning to facilitate meetings and events for the Investment Advisor with clients and prospects.
  • Tap into your superior problem resolution skills to provide proactive client service, working collaboratively with various departments to provide smooth and timely solutions.
  • Effectively respond to client account inquiries and take ownership of follow-ups.
  • Help build and execute business plans, client segmentation exercises, and client service plans.
  • Identify opportunities for asset consolidation and referrals across the existing client base.
  • Nurture and manage valuable relationships with Centers of Influence (COIs).
  • Take on Trading and/or Portfolio Rebalancing responsibilities.
  • Support both the advisory team and our clients throughout the Wealth Management process.

Required Skills and Qualifications

To succeed in this role, you must have:

  • A university degree.
  • Strong Microsoft Office skills.
  • Approval as a Registered Representative (RR) with IIROC.
  • Successful completion of the Wealth Management Essentials (WME) course.

Benefits

We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. You will also benefit from:

  • A dynamic, collaborative, progressive, and high-performing team environment.
  • Challenging work that will help you grow professionally.
  • Ongoing opportunities to build close relationships with clients.

Location

The ideal candidate will be based in Winnipeg, Canada, working 37.5 hours per week in a Full-time capacity.



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