Associate Advisor

**Job Summary**

**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

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**:
2025-04-21

**I**nclusion** and Equal Opportunity Employment**

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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