Rbc
Wealth Management
AssociateAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Advisor at Rbc. Skills: Customer Service. Providing proactive advice and support to clients and the Investment Advisor. Identifying new opportunities and helping to grow the business”
What You'll Achieve.
Help clients achieve their financial goals; Help clients thrive and communities prosper; Grow the business; Achieve success that is mutual
Industry & Context.
Meticulous attention to detail and problem solving and analytical skills
What They're Looking For.
Must Have
Approval as a Registered Representative (RR) with CIRO, Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam, University degree, Exceptional written and verbal communication skills, skills working with business applications/technology, including Microsoft Office Suite
Nice to Have
4 years or more of professional experience within the investment industry, Meticulous attention to detail and problem solving and analytical skills, Highly developed client service skills, Trading experience is an asset
What You'll Do.
Providing proactive advice and support to clients and the Investment Advisor
Identifying new opportunities and helping to grow the business
Facilitating meetings and events for the Investment Advisor with their clients and prospects
Preparing documentation
Executing post-meeting work
Attending client meetings when required
Providing proactive client service
Liaising with various departments to provide smooth and timely solutions
Responding to client account inquiries and taking ownership of follow-ups
Building and executing business plans
client segmentation exercises
and client service plans
Identifying opportunities for asset consolidation and referrals
Supporting advisory team with new client acquisition
Nurturing and managing relationships with Centers of Influence (COIs) and RBC partners
Trading and / or portfolio rebalancing support
Conducting ongoing research on markets and investments and providing regular updates
Supporting clients throughout the Wealth Management process
Coordinating activities with internal Wealth Management specialists
Managing documentation
Tracking progress and following up
How You'll Work.
Team & Collaboration
Work with an Investment Advisor team; Collaborative problem resolution; Work collaboratively with various departments; Support your advisory team; Work as part of a dynamic, collaborative, progressive, and high-performing team; Work together to deliver trusted advice; Work together to reach our potential
Communication Scope
Exceptional written and verbal communication skills
Full Job Description
**_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 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?** * 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 o
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