Associate Advisor

1 week ago


Toronto, Canada RBC Dominion Securities Full time

Join to apply for the Associate Advisor (Mandarin/Cantonese Speaking) role at RBC Dominion Securities . What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm, 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. What will you do? Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events with clients and prospects. You will help determine agenda and key topics, prepare documentation, execute post‑meeting work, and attend client meetings when required. Tap into your superior problem‑resolution skills to provide proactive client service. You will liaise with various departments to provide smooth and timely solutions. Effectively respond to client account inquiries and take ownership of follow‑ups. Help build and execute business plans, client segmentation exercises, and client service plans. Identify opportunities for asset consolidation and referrals across the existing client base. Support your advisory team with new client acquisition. Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners. Provide trading and/or portfolio rebalancing support. Conduct ongoing research on markets and investments, and provide regular updates to the advisory team. 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 Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam University degree Fluency in Mandarin or Cantonese 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? 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: 111 GRANGEWAY AVE, TORONTOCity: TorontoCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: Application Deadline: Pay Range: $38,000.00 – $60,000.00Variable incentive structure up to 1.5x salary. 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. #J-18808-Ljbffr



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