Wealth Associate - Edmonton, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Edmonton, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title
Wealth Associate

What is the opportunity?
As an integral member of a successful and growing private-client discretionary wealth management team, your role as an Wealth Associate is to deliver ongoing support for the Investment Advisor by preparing high value customized advice and wealth management strategies to High Net-Worth

What will you do?

Prepare comprehensive financial plans or projections that meet client's specific needs in the areas of financial, investment, retirement, insurance and risk management planning
Personalize each financial plan to provide expert knowledge around issues affecting clients, such as: holding companies, pensions, tax & estate planning, gift and charitable planning, etc.
Maintain ongoing tax efficient investment strategy by preparing periodic portfolio investment rebalancing proposals, to be executed by the team
Responsible for the professional servicing of incoming inquiries from clients, advisors, and other internal and external partners, as they pertain to financial planning
Support the Investment Advisors in the preparation of client reviews and presentations
Request information and documentation from clients & external parties in order to prepare financial plans. Liaise with various departments for planning execution, where necessary.
Enhance the client relationship through executing the investment and wealth strategies of the PM as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly
Utilize contact management system for daily task management

What do you need to succeed?

Must Have

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
Strong Microsoft Office Suite skills
High level of time management and organization skills
Demonstrated skills in providing worldclass client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills in English

Nice to Have

Knowledge of RBC Dominion Securities' systems and procedures
Experience in the securities industry is an asset

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.

Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and highperforming team

Job Summary

Address:

EDMONTON, Alberta, Canada

City:

CAN-AB-EDMONTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
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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