Top Benefits
About the role
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
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
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
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.