Associate Advisor

4 days ago

Vancouver, British Columbia, Canada Royal Bank of Canada Full time
About the Opportunity

Royal Bank of Canada is a leading relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities Thurlow branch is currently seeking a Client Service Representative to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisors. Identifying and assisting growth of new business opportunities will also be key.

Key Responsibilities
  • Coordinate meetings and events for the Investment Advisors with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work
  • Provide proactive client service on the phone and in person, respond to client inquiries
  • Identify opportunities for new business as well as among existing client base for asset consolidation or referrals
  • Conduct ongoing research on markets and investments, providing regular updates to the advisory team
  • Review portfolios regularly and rebalance them with guidance from the advisory team
  • Make recommendations for changes, switches; track positions held; identify buy / sell opportunities; manage positions to be in line with models
  • Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up
Requirements
  • Approval as a Registered Representative (RR) with IIROC
  • Successful completion of the Wealth Management Essentials (WME) course
  • University degree
  • Exceptional written and verbal communication skills in English
  • Strong Microsoft Office skills, especially Excel
Preferred Qualifications
  • 4 years or more of professional experience within investment industry
  • Meticulous attention to detail and strong problem solving and analytical skills
  • Highly-developed client service skills
  • Working towards completion of CIM/CFA within 1 year
What We Offer

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
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

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

Employment Type: Full time

Pay Type: Salaried

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