Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Burnaby is seeking an Associate Advisor to join a successful Advisory 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.
• Trading and / or Portfolio Rebalancing
• Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.

What do you need to succeed?

Must-have

Nice-to-have

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.

The expected base salary range for this particular position is $38,000 - $55,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus

program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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 :

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address :

4720 KINGSWAY, TH 12 : BURNABY

City : BURNABY

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2024-07-10

Application Deadline :

2024-12-07

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .