Associate Advisor

5 days ago

Halifax, Nova Scotia, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in Halifax is seeking an Associate Advisor to provide investment support to a high performing Advisory Team.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team which consists of an Investment & Wealth Advisor and an Associate.

What will you do?

  • Facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help deliver documentation, execute post-meeting work, and attend client meetings when required.
  • Effectively respond to client account inquiries and take ownership of follow-ups.
  • Business development support.
  • Trading and / or portfolio rebalancing.
  • Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.

What do you need to succeed?

Must-have

  • Successful completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Industry experience of 4+ years
  • Meticulous attention to detail and excellent time management and organizational skills
  • Exceptional verbal and written communication skills in English
  • Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

  • Knowledge of RBC Dominion Securities' systems and procedures

What's in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
  • Challenging work that will help you grow professionally
  • Ongoing opportunities to build close relationships with clients

Job Skills

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

Additional Job Details

Address:

1959 UPPER WATER ST, UNIT 1400:HALIFAX

City:

HALIFAX

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.
​​​​​​​
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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