Associate Advisor
Role Overview
What is the opportunity?
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.
We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
We are seeking an Associate Advisor to join our team.
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?
• Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.
• Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
• 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.
• Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
• Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
• Trading and / or Portfolio Rebalancing
What do you need to succeed?
Key Skills for This Role
Full Job Posting
Must Have
- Approval as a Registered Representative (RR) / CIRE
- course or Investment Management Techniques (IMT)
- University degree
- A self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills in English
- Strong Microsoft Office skills
Nice to Have
- 4 years or more of professional experience within 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 and flexible benefits, competitive compensation, commissions, and stock where applicable
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with client
- Job Skills
- Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
- Additional Job Details
- Address:
- ROYAL BANK PLAZA, 200 BAY ST:TORONTO
- City:
- Toronto
About Royal Bank of Canada
Diversified multinational financial services and banking institution.
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