Associate Investment Advisor

What is the opportunity

RBC Dominion Securities is Canadas leading full-service investment and wealth management firm and is backed by Canadas leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in Coquitlam is seeking an Associate Investment Advisor to join a successful Advisory Team. 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

• Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics prepare documentation execute post-meeting work.
• Provide proactive client service with a problem-resolution focus and attention to details.
• Respond to client account inquiries and remain accountable to follow-up as required.
• Identify and execute opportunities among existing client base for asset consolidation referrals etc.
• Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
• Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
• Trading and / or Portfolio Rebalancing
• Conduct ongoing research on markets and investments provide regular updates to the advisory team.
• 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 self-directed individual with a growth and goals-oriented 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
• Highly developed client service skills

Whats 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 high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with client

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors including but not limited to the candidates experience skills registration status performance individual goals; market conditions; and business needs.

The expected base salary range for this position is $38000 - $55000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting engaging and retaining talent that:

• Drives RBCs high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.