Associate Advisor

RBC•Vancouver, BC

10d•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. The RBC Dominion Securities branch located in downtown Vancouver 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.

Requirements

Approval as a Registered Representative (RR) with CIRO
Successful completion of the CIRE and the Retail Securities Exam
University degree
Advanced MC Excel skills
A self-directed individual with a growth and goals-oriented mindset
Exceptional written and verbal communication skills

Nice To Haves

5 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

Responsibilities

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.
Trading and / or Portfolio Rebalancing 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.