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?
Registered Representative (RR) license with IIROC
Wealth Management Essentials (WME) course and / or Investment Management Techniques (IMT) course
Strong written and verbal communication skills
Strong Microsoft Office skills, especially Excel
Meticulous attention to detail and strong problem solving and analytical skills
4 years or more of professional experience within investment industry, RBC Dominion Securities experience an asset
Chartered Financial Analyst (CFA) designation
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
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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) :