Associate Advisor - Mississauga, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Mississauga, Canada

2 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
Associate Advisor

What is the opportunity?
RBC Dominion Securities is Canada's leading full-service investment and wealth management firm.

We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The Mississauga 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 postmeeting 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 followups.
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.
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-have

Approval as a Registered Representative (RR) with IIROC
Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
University degree
Exceptional written and verbal communication skills in English

Nice-to-have

4 years or more of professional experience within the investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills

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 highperforming team
Challenging work that will help you grow professionally
Ongoing opportunities to build close relationships with clients

Job Summary

Address:

MISSISSAUGA, Ontario, Canada

City:

CAN-ON-MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

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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