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Investment Advisor Associate

1 week ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

APPLICATION DEADLINE: MARCH 31, 2025

Employment will be subject to the necessary regulatory approvals and relocation will be per the terms of RBC's Global Mobility framework

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm. 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 branch located in Grand Cayman is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Investment Advisor Associate.

By providing ongoing, exceptional service and support to our clients and our Investment Advisors, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

What will you do?

  • Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team
  • Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.)
  • Execute client wire transfer requests
  • Assist with management of client investment portfolios including trade execution, portfolio re-balancing and trade settlement
  • Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions
  • Effectively manage incoming communications from clients, Advisors and other internal and external partners
  • Assist the Advisor team in welcoming and onboarding new clients
  • Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant
  • Draw on your marketing skills to update the team's electronic and physical communication channels

What do you need to succeed?

Must Have

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), their equivalent or the ability to obtain within 6 months of employment
  • A relevant university degree
  • Relevant international financial services experience and willingness to engage in continuing education
  • Strong skills working with business applications/technology, including Microsoft Office Suite High quality time management and organization skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
  • Exceptional verbal and written communication 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.  You will also benefit from:

Job Skills

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

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-08

Application Deadline:

2025-04-01

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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