Associate Advisor - Relationship Manager

RBC•Oakville, ON

13d•Onsite

About The Position

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. As an Associate Advisor, you will work with the 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.

Requirements

Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
University degree
Advanced MS Excel skills
Exceptional written and verbal communication skills in English
Strong skills working with business applications/technology, including Microsoft Office Suite

Nice To Haves

4 years or more of professional experience within the investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills

Responsibilities

Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
Help build and execute business plans, Wealth Management objectives and client service plans.
Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
Trading and / or portfolio management support.
Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.