RBC
Location
Toronto, ON | Canada
Job description
Description
Job SummaryJob DescriptionWhat 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.
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?
Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required. Tap into your superior problem resolution skills to provide proactive client service.
Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions. Effectively respond to client account inquiries and take ownership of follow-ups. Help build and execute business plans, client segmentation exercises, and client service plans.
Identify opportunities for asset consolidation and referrals across the existing client base
Support your advisory team with new client acquisition. Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners. Trading and / or portfolio rebalancing support.
Conduct ongoing research on markets and investments and provide regular updates to the advisory team. Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.
What do you need to succeed? Must-have3-5 years or more of professional experience within the investment industry
Approval as a Registered Representative (RR) with CIROSuccessful completion of the Wealth Management Essentials (WME) course
Nice-to-have
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills
Whats 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 SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full time
Platform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-27Application Deadline:2024-03-13Inclusion and Equal Opportunity EmploymentAt 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. Join our Talent CommunityStay in-the-know about great career opportunities at RBC.
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