Associate Wealth Advisor

4 weeks ago

Brossard, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the main focus of this role.

What will you do?

  • Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnaires
  • Prepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunities
  • Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow up
  • Liaise with branch management team for updates on and progress with wealth management initiatives
  • Coordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting work
  • Provide proactive and high-end client service on the phone and in person, respond to client inquiries
  • Identify opportunities for new business as well as among existing client base for asset consolidation or referrals

What do you need to succeed?
Must-have

  • 5 years of professional experience in the investment industry
  • Registered Representative (RR) license with IIROC (i.e., CSC, CPH, and WME)
  • Financial planner diploma granted by the Institute of Financial Planning
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
  • Advanced proficiency in Microsoft 365 apps
  • University degree
  • Meticulous attention to detail and strong problem solving and analytical 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
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to building close relationships with clients

Job Skills

Additional Job Details

Address:

2000 RUE DE L'ÉCLIPSE:BROSSARD

City:

BROSSARD

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-15

Application Deadline:

2024-05-12

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Associate Wealth Advisor

    5 days ago

    Brossard, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the...

  • Associate Wealth Advisor

    6 days ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the...

  • Associate Wealth Advisor

    1 month ago

    BROSSARD, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients...

  • Investment Advisor

    3 weeks ago

    Brossard, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionDo you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears. See how...

  • Investment Advisor

    2 weeks ago

    BROSSARD, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionDo you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears. See how...

  • Investment Advisor

    2 weeks ago

    Brossard, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionDo you excel at building and managing long-term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you? RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their financial fears. See how...

  • Quality Associate

    3 weeks ago

    Brossard, QC, Canada Banque Nationale du Canada Full time

    A career as an Assistant in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Provide superior...

  • Financial Planning Consultant

    9 hours ago

    Brossard, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • 2023 Summer Wealth Management, 4 Months, Private

    2 weeks ago

    Brossard, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Private Banker

    1 month ago

    Brossard, Canada National Bank of Canada Full time

    A career as a Private Banker with National Bank's Montérégie team means acting as a wealth management professional for high net worth clients, using your interpersonal and business development skills, client portfolio management experience and banking knowledge to make a positive impact on the client/employee/user experience, profitability and client...

  • Associate, Roynat Capital

    1 month ago

    Brossard, Canada Scotiabank Full time

    **Requisition ID**: 174749 Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for...

  • Account Managers, Business

    5 days ago

    Brossard, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Investment Associate

    4 weeks ago

    Brossard, Canada BMO Financial Group Full time

    1850 rue Panama Brossard Quebec,J4W 3C6 Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client...

  • Rental agent

    4 weeks ago

    Brossard, Canada Hedhofis Full time

    You could be the rare gem if:You are creative, self-motivated, and possess customer service skills.You have experience in sales or leasing related to the real estate industry.You have a strong business sense.You have excellent proficiency in both French and English.You are flexible with your schedule.You excel in interpersonal communication.The...

  • Associate Manager, BPT Infrastructure

    1 week ago

    Brossard, QC, Canada SC Johnson Full time

    Associate Manager, BPT Infrastructure & Ops (Security Engineer) SC Johnson SC Johnson is a family company dedicated to innovative, high-quality products, excellence in the workplace and a long-term commitment to the environment and the communities in which it operates. Based in the USA, the company is one of the... View company page The Global...

  • Associate Manager, BPT Infrastructure

    1 week ago

    Brossard, QC, Canada SC Johnson Full time

    SC Johnson is a family company dedicated to innovative, high-quality products, excellence in the workplace and a long-term commitment to the environment and the communities in which it operates. The Global Information Security (GIS) Engineer will help designing and implementing enterprise security solutions.This role will assist the Global Information...

  • Business Systems Consultant

    2 days ago

    Brossard, Canada City of Toronto Full time

    Business Systems Consultant & Architect (ServiceNow) City of Toronto The official website for the City of Toronto. Toronto is Canada's largest city, the fourth largest in North America, and home to a diverse population of more than three million people. View company page Job Type & Duration:Full-time, Permanent VacancyShift Information: Monday to Friday,...

  • Business Systems Consultant

    3 weeks ago

    Brossard, Canada City of Toronto Full time

    Business Systems Consultant & Architect (ServiceNow) City of Toronto The official website for the City of Toronto. Toronto is Canada's largest city, the fourth largest in North America, and home to a diverse population of more than three million people. View company page Job Type & Duration:Full-time, Permanent VacancyShift Information: Monday to Friday,...

  • Business Systems Consultant

    4 weeks ago

    Brossard, Canada City of Toronto Full time

    Business Systems Consultant & Architect (ServiceNow) City of Toronto The official website for the City of Toronto. Toronto is Canada's largest city, the fourth largest in North America, and home to a diverse population of more than three million people. View company page Job Type & Duration:Full-time, Permanent VacancyShift Information: Monday to Friday,...

  • Business Systems Consultant

    3 weeks ago

    Brossard, Canada City of Toronto Full time

    Business Systems Consultant & Architect (ServiceNow) City of Toronto The official website for the City of Toronto. Toronto is Canada's largest city, the fourth largest in North America, and home to a diverse population of more than three million people. View company page Job Type & Duration:Full-time, Permanent VacancyShift Information: Monday to Friday,...