Associate Advisor
RBC
Toronto, Ontario, Canada
2d ago

What is the opportunity?

The RBC Dominion Securities Yonge & Bloor branch , located in the heart of stylish Yorkville, is currently seeking an Associate Advisor to join an advisory team.

The successful candidate will deepen client relationships by offering sound advice and support to both clients and advisory teams.

Identifying and assisting growth of new business opportunities will also be key.

What will you do?

  • Manage and execute continuous client contact as per advisory team’s engagement plan, business plan, client service plan, and review schedule
  • Coordinate meetings and events for the Investment Advisor with clients and prospects : help determine agenda and key topics, prepare documentation, execute post-meeting work
  • Provide proactive client service on the phone and in person, respond to client inquiries
  • Identify opportunities for new business as well as among existing client base for asset consolidation or referrals
  • Conduct ongoing research on markets and investments, provide regular updates to the advisory team
  • Review portfolios regularly and re-balance them with guidance from the advisory team
  • Make recommendations for changes, switches; track positions held; identify buy / sell opportunities; manage positions to be in line with models
  • Coordinate activities with wealth management and insurance specialists and in-branch consultants : schedule, track progress, follow up
  • What do you need to succeed?

    Must-have

  • Registered Representative (RR) license with IIROC
  • Wealth Management Essentials (WME) course and / or Investment Management Techniques (IMT) course
  • Post-secondary degree
  • Strong written and verbal communication skills
  • Strong Microsoft Office skills, especially Excel
  • Meticulous attention to detail and strong problem solving and analytical skills
  • Nice-to-have

  • 4 years or more of professional experience within investment industry, RBC Dominion Securities experience an asset
  • Chartered Financial Analyst (CFA) designation
  • CFP certification
  • Chartered Investment Manager (CIM) designation
  • 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
  • Ability to make a difference and lasting impact
  • Opportunities to do challenging work
  • Opportunities to building close relationships with clients
  • Join our Talent Community

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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 rbc.com / careers .

    City : Toronto

    Address : 2 Bloor Street East, Suite 2300

    Work Hours / Week : 37.5

    Work Environment : Branch

    Employment Type : Permanent

    Career Level : Experienced Hire / Professional

    Pay Type : Salary + Variable Bonus

    Required Travel (%) : 0

    Exempt / Non-Exempt : N / A

    People Manager : No

    Application Deadline : 10 / 27 / 2019

    Platform : Wealth Management

    Ad Code(s) :

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