Associate Advisor
Role Overview
What is the opportunity?
The RBC Dominion Securities Inc. (“RBC DS”) Branch located in downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth management advice.
Candidates must have at least 4 years of experience in the investment field and work as a licensed Registered Representative (RR) with an IIROC firm.
What will you do?
• Provide world class client service to our valued clients
• Enhance the client relationship though executing the investment & wealth strategies of the PM as well as engaging the financial planning and other wealth management resources of RBC DS
• Assist in the development of the team’s investment strategy for clients
• Investment research & analysis and executing trades within client accounts
• Support the PM by identifying and assisting growth of new business opportunities
• Utilize contact management system for daily task management
What do you need to succeed?
Full Job Posting
Must-have
- At least 4 years of experience in the investment field working as an Associate Investment Advisor or Associate Advisor or Registered Representative or Associate
- IIROC licensed as a Registered Representative (RR)
- Exceptional verbal and written English skills – excellent communicator over the telephone
- Bachelor’s Degree from a recognized university
- Successful completion of at least CFA Level 1 exam
- Attention to detail and strong organizational skills
- Ability to successfully multi-task and change priorities mid-stream, as required
- Advanced Microsoft Office skills (Work, Excel and PowerPoint)
- Legally able to work in Canada
- Willingness to work on-site full time
- Vancouver, Canada area resident
Nice-to-have
- Verbal and written Hebrew skills
- Other Professional or Investment Industry Designations (such as CIM or CFP, etc.)
- Options-Licensed with IIROC
- Insurance-Licensed with Insurance Council of British Columbia
- What’s in it for you?
- We thrive on the challenge to be our best, 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 with 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
- The expected base salary range for this position is $38,000 - $60,000.
- This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.
- RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
- Job Skills
- Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
- Additional Job Details
- Address:
- VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER
- City:
- Vancouver
About Royal Bank of Canada
Diversified multinational financial services and banking institution.
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