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Associate Advisor

2 months ago

Vaughan, Ontario, 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 values relationships and provides trusted advice to help clients achieve their financial goals. We are seeking a talented and self-directed individual to join our team as an Associate Advisor.

This role involves working closely 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. Identifying new opportunities and helping to grow the business will be a key part of this role.

Key Responsibilities

  • Leverage your planning skills to facilitate meetings and events for the Investment Advisor with clients and prospects, determining agendas and key topics, preparing documentation, and executing post-meeting work.
  • Provide proactive client service, utilizing your problem resolution skills to work 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.
  • Support the advisory team with new client acquisition.
  • Nurture and manage relationships with Centers of Influence (COIs) and RBC partners.
  • Provide trading and portfolio rebalancing support.
  • Conduct ongoing research on markets and investments, providing regular updates to the advisory team.
  • Support both the advisory team and clients throughout the Wealth Management process, coordinating activities with internal specialists, managing documentation, tracking progress, and following up.

Requirements

  • Approval as a Registered Representative (RR) with IIROC.
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT).
  • University degree.
  • Exceptional written and verbal communication skills.
  • Strong skills working with business applications/technology, including Microsoft Office Suite.

Preferred Qualifications

  • 4 years or more of professional experience within the investment industry.
  • Meticulous attention to detail and strong problem-solving and analytical skills.
  • Highly developed client service skills.

What's in it for you?

We value our employees' growth and well-being, offering a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. You will also benefit from working with a dynamic, collaborative, and progressive team, challenging work that will help you grow professionally, and ongoing opportunities to build close relationships with clients.

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Language:

English