Associate Advisor - Sherbrooke, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Sherbrooke, 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
Associate Advisor | Conseiller(-ère) associé(e)

What is the opportunity?

RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele.

You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

What will you do?

Respond to client account inquiries and remain accountable to follow up, as required
Help build and execute business plans, client segmentation, and client service plans
Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities
Execute trades and rebalance portfolios
Conduct ongoing research on markets and investments, provide regular updates to the advisory team
Support advisory team and clients through the wealth management process. Help gather relevant information, coordinate activities with wealth management specialists, track progress, and follow up.

What do you need to succeed?

Must-have

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
University degree
Growth and goalsoriented mindset
Strong written and verbal communication skills in French and English (in order to serve Englishspeaking clients in the Québec market)
Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)

Nice-to-have

Successful completion of the Wealth Management Essentials (WME) course
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, 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.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Work in a dynamic, collaborative, progressive, and highperforming team
Opportunities to do challenging work
Opportunities to build close relationships with clients

Job Summary

Address:

SHERBROOKE, Quebec, Canada

City:

CAN-QC-SHERBROOKE

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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