Associate Advisor

Job Description

What is the opportunity?

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 a Senior Portfolio Manager & Wealth Advisor, an Associate Investment Advisor, Client Experience Associate, Associate and Administrative Assistant.

What will you do?

• Support the team in Client Services management
• Support clients with Insurance administration and support, IPP support, and wealth management support
• High Net Worth client planning support
• Meeting maintenance, management and follow up / follow through
• Point person for Trust & Estate planning
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary

What do you need to succeed?

Must-have

• Industry experience of 5+ years
• Post Secondary Education with a business focus
• Successful completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Meticulous attention to detail and excellent time management and organizational skills
• Exceptional client service skills demonstrating professionalism, warmth and friendliness to clients
• Exceptional verbal and written communication skills in English
• Strong interpersonal skills with experience dealing with clients in the financial sector
• Strong Microsoft Office Suite skills
• Thrives in an office environment

Nice-to-have

• Knowledge of RBC Dominion Securities' systems and procedures
• WME, TEP, CFP and or CFA would be beneficial
• Strong background in financial planning and Tax and estate planning would be key
• Fluency in French

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
• 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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities  
• Access to a variety of job opportunities across business

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement, Pay Great Attention to Detail (Inactive)

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 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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