Associate Advisor - Surrey, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Surrey, Canada

1 week 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 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 RBC Dominion Securities branch located in White Rock is seeking an Associate Advisor to join a successful Private Investment Management Team.

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

What will you do?

Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute postmeeting work. Attend client meetings when required.
Provide proactive client service with a problemresolution focus and attention to details. Liaise with various departments for execution, where necessary.
Respond to client account inquiries and remain accountable to followup, 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.
Trading and / or Portfolio Rebalancing
Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
Draw on your social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
Support advisory team and client 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

Approval as a Registered Representative (RR) with IIROC
Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
University degree
A selfdirected individual with a growth and goalsoriented mindset
Exceptional written and verbal communication skills
Strong Microsoft Office skills

Nice-to-have

4 years or more of professional experience within investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highlydeveloped 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 building close relationships with client

Job Summary

Address:

SURREY, British Columbia, Canada

City:

CAN-BC-SURREY

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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