Associate Advisor

Job Summary

Job Description

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.

What will you do?

• Support team's Investment Management Operations and Wealth Management Strategy. Provide Wealth Management recommendations and solutions when appropriate
• 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 and execute post meeting follow-up
• Trading and portfolio rebalancing support.
• Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
• Support the administrative functions of the advisory team.
• Support your advisory team with new client acquisition.
• 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.
• Maintain audit of Wealth Management activities and priorities

What do you need to succeed?

Must-have

• Completion of the CSC and CPH
• Exceptional written and verbal communication skill
• Strong skills working with business applications / technology, including Microsoft Office Suite

Nice-to-have

• Successful completion of the Wealth Management Essentials (WME) course Approval as a Registered Representative (RR) with IIROC
• 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

Client Relationship Management, Communication, Financial Services Industry, Investments, Oral Communications, Portfolio Management, Team Support, Time Management, Trade Processing, Wealth Management