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Associate Advisor

1 week ago

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

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in West Vancouver is seeking an Associate Advisor to join a successful Advisory Team.  You will deepen 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.

What will you do?

  • 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.
  • Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
  • Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
  • Trading and / or Portfolio Rebalancing
  • Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
  • 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.

What do you need to succeed?

Must-have

  • A minimum of 2 to 4 years of professional experience within investment industry
  • Approval as a Registered Representative (RR) with IIROC
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
  • University degree
  • A self-directed individual with a growth and goals-oriented mindset
  • Exceptional written and verbal communication skills
  • Strong Microsoft Office skills

Nice-to-have

  • Meticulous attention to detail and strong problem solving and analytical skills
  • Highly-developed client service skills

What's in it for you?

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
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to building close relationships with clients

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate's experience, skills,  registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $38,000 - $55,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

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

Address:

1300 MARINE DR, FLOOR 2:WEST VANCOUVER

City:

WEST VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-06

Application Deadline:

2025-04-05

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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