Associate Advisor
Associate Advisor
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Job Description
Job Summary
Job Description
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 Ottawa-Main 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.
Please visit our website if you would like to learn more about our branch and culture: Ottawa Main Branch of RBC Dominion Securities Inc. Our management.
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 post-meeting 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 follow-ups.
- 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.
- Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
- 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
- Strong skills working with business applications/technology including Microsoft Office Suite
Nice-to-have
- 4 years or more of professional experience within the investment industry specifically focused on financial planning
- Certified Financial Planning (CFP) accreditation or equivalent
- 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 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 high-performing team
- Challenging work that will help you grow professionally
- Ongoing opportunities to build close relationships with clients
Job Skills
Customer Service Customer Service Management Decision Making Interpersonal Relationship Management Investment Management Investment Performance MeasurementAdditional Job Details
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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.
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Required Experience:
IC
Employment Type
Full-Time
