Top Benefits
About the role
Job Description
What is the opportunity?
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.
What will you do?
- Respond to client account inquiries and remain accountable to follow up, as required
- Help build and execute business plans, client segmentation, and client service plans
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
- Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities
- Execute trades and rebalance portfolios
- Conduct ongoing research on markets and investments, provide regular updates to the advisory team
- Support advisory team and clients through the wealth management process (help gather relevant information, coordinate activities with wealth management specialists, track progress, follow up, etc.)
What do you need to succeed?
Must-have
- Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
- Successful completion of the Wealth Management Essentials (WME) course
- University degree
- A self-directed individual with a growth and goals-oriented mindset
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
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, flexible benefits, and competitive compensation
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
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?
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.
What will you do?
- Respond to client account inquiries and remain accountable to follow up, as required
- Help build and execute business plans, client segmentation, and client service plans
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
- Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities
- Execute trades and rebalance portfolios
- Conduct ongoing research on markets and investments, provide regular updates to the advisory team
- Support advisory team and clients through the wealth management process (help gather relevant information, coordinate activities with wealth management specialists, track progress, follow up, etc.)
What do you need to succeed?
Must-have
- Approval as a Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO)
- Successful completion of the Wealth Management Essentials (WME) course
- University degree
- A self-directed individual with a growth and goals-oriented mindset
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
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, flexible benefits, and competitive compensation
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
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.