Associate Advisor

3 weeks ago

Burlington, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.

Key Responsibilities
  • Coordinate meetings and events for the Investment Advisor, including agenda planning, documentation preparation, and post-meeting follow-up.
  • Provide exceptional client service, resolving issues promptly and maintaining attention to detail.
  • Respond to client account 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 client acquisition.
  • Manage the client acquisition pipeline, working closely with the advisory team to close new opportunities.
  • Develop and maintain relationships with Centers of Influence (COIs).
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.
  • Self-directed individual with a growth-oriented mindset.
  • Exceptional written and verbal communication skills in English.
  • Strong Microsoft Office skills.
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits.
  • Opportunities to work in a dynamic, collaborative, and progressive team.
  • Challenging work and opportunities for growth and development.

Royal Bank of Canada is committed to building an inclusive and diverse workplace. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client service.

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