Associate Advisor

RBC • Niagara Falls, ON

6d • CA$38,000 - CA$60,000 • Onsite

About The Position

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s 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. As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients, 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

• 5-10 years of experience in the investment field.
• Approval as a Registered Representative with CIRO
• Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
• University degree
• Exceptional written and verbal communication skills
• 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

• Provide world class client service to our valued clients
• Manage and enhance client relationships through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly
• Effective client communications (written and verbal), by phone, e-mail, and in-person
• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
• Help build and execute business plans, Wealth Management objectives and client service plans.
• Support the IA by identifying and assisting growth of new business opportunities
• Event planning

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level