Associate Wealth and Investment Advisor
Associate Wealth and Investment Advisor
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Job Description
Job Summary
Job Description
What is the opportunity
The RBC Dominion Securities branch located in Vaughan is seeking an Associate Wealth & Investment Advisor to join a dynamic 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
- 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.
- 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.
- 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
- CIM or CFA is an asset
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 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
