Associate Advisor

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Associate Advisor

mid · Other

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 RBC Dominion Securities branch located in Burlington is seeking an Associate 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. Attend client meetings when required.

• Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.

• Respond to client account inquiries and remain accountable to follow-up, 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.

• 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

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 in English

• 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

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 high-performing team

• Opportunities to do challenging work

• Opportunities to building close relationships with client

Job Skills

Additional 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

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

Pay Range

The expected pay range for this position is:

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.