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Location

Toronto, ON | Canada

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Job description

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The Toronto RBC Dominion Securities 39th floor branch is seeking talented, self-directed individuals with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.

As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?

• Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
• Proactively contact clients to ensure accounts are accurate, up-to-date, and compliant.
• Help build and execute business plans, Wealth Management objectives and client service plans.
• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
• Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.
• Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
• Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.
• Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., myGPS). Track progress and follow-up.
• Trading and / or portfolio management support.
• Conduct ongoing research on markets and investments and provide regular updates to the advisory team.

What do you need to succeed?

Must-have

• Approval as an Investment Representative (IR) with IIROC
• University degree
• Exceptional written and verbal communication skills in English
• Strong skills working with business applications/technology, including Microsoft Office Suite
• WME is required to be completed within 6 months

Nice-to-have

• 4 years or more of professional experience within the investment/wealth management industry
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly developed interpersonal and client service skills
• Financial planning experience

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

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

Additional Job Details

Address:

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-03-05

Application Deadline:

2024-03-22

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.
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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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Salary