Associate Advisor - Toronto, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

What is the Opportunity?

The RBC Dominion Securities branch located in North York is seeking a Senior Associate Advisor to join a large high performing Advisory Team.

You will deepen client relationships by offering sound advice and support to clients as well as the Investment Advisor. You will also play a key role in identifying and assisting growth of new business opportunities.

What will you do?

Relationship manage a segment of the Investment Advisor's book.
Provide investment advice and wealth planning to clients.
Support the advisory team and clients through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.
Help build and execute business plans, client segmentation, and client service plans.
Support the trading and / or portfolio rebalancing function.
Coordinate meetings and events for yourself and 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
Identify and execute opportunities among existing client base for asset consolidation, referrals to COIs and wealth planning needs.
Comanage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
Deepen existing relationships with Centers of Influence (COIs).
Regularly review research on markets and investments, provide regular updates to the advisory team.

What do you need to succeed?

Must Have

Currently Registered Representative (RR) licensed with IIROC / CIRO, or successful completion of CSC within last five years.
At least five years of client relationship/advisory responsibility
University degree
Strong Microsoft Office skills
A selfdirected individual with a growth and goalsoriented mindset
Exceptional written and verbal communication skills
The desire to work on a large team

Nice to have

The ability to onboard your own clients
Financial planning accreditations

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
Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression

Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

5140

YONGE ST:

TORONTO

City:

TORONTO

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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