Associate Advisor
Role Overview
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 Calgary South 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?
• Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
• Assist customers in the development of investment strategies and selecting the best products to support such strategies.
• Support cross-sells of banking services and counsels customers on financial matters and investment instruments.
• Expand existing relationships and develop new customer relationships through prospecting, networking, and referrals.
• Establish individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives.
What do you need to succeed?
Key Skills for This Role
Full Job Posting
Must-have
- Approval as a Registered Representative (RR) with CIRO
- 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, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- 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:
- 14505 BANNISTER RD SE:CALGARY
- City:
- Calgary
About Royal Bank of Canada
Diversified multinational financial services and banking institution.
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