Associate Advisor

3 days ago

Richmond Hill, Ontario, Canada RBC Full time

Job Description

What is the opportunity?

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.  

The Richmond Hill RBC Dominion Securities branch is seeking talented, self-directed individuals with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.

As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?

  • 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 respond to client account inquiries and take ownership of follow-ups.
  • Trading and / or portfolio rebalancing support.
  • Identify opportunities for asset consolidation and referrals across the existing client base
  • Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
  • Support your advisory team with new client acquisition.
  • Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
  • Help build business plans, client segmentation exercises, and client service plans.
  • 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

  • Approval as a Registered Representative (RR) with IIROC
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
  • University degree
  • Exceptional written and verbal communication skills in English
  • Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

  • 4 years or more of professional experience within the investment industry
  • 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

  • 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

  • A world-class training program in financial service

Job Skills

Analytical Thinking, Client Service, Detail-Oriented, Investment Management, Investments, Microsoft Office, Oral Communications, Teamwork, Time Management

Additional Job Details

Address:

260 EAST BEAVER CREEK RD:RICHMOND HILL

City:

Richmond Hill

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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