Associate Advisor
RBC•Windsor, ON
•CA$38,000 - CA$60,000•Onsite
About The Position
The RBC Dominion Securities (“RBC DS”) branch located in Windsor is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support. Candidates must have at least 5-10 years of experience in the investment field.
Requirements
- At least 5 years of experience in the investment field
- CIRO licensed as a Registered Representative (RR) (Canadian Securities Course/CSC, Conduct and Practices Handbook/CPH, Wealth Management Essentials/WME) or equivalent CIRO licensing courses (Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), conduct training and regulatory training requirements)
- Exceptional verbal and written English skills - excellent communicator over the telephone
- Bachelor’s degree from an accredited post secondary institution
- Attention to detail and strong organizational skills
- Ability to successfully multi-task and change priorities mid-stream, as required
- Advanced Microsoft Office skills (Word, Excel and PowerPoint)
- Legally able to work in Canada
- Role requires work from office
Nice To Haves
- Finance, economics or business degree
- Other professional of investment industry designations (such as CFP, etc)
Responsibilities
- Provide world class client service to our valued clients
- Enhance the client relationship 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
- Utilize contact management system for daily task management
- Investment research, analysis and analytics
- Back up on trade execution
- Support the IA by identifying and assisting growth of new business opportunities
- Assist in the development of the team’s investment strategy for clients
- Event planning
Benefits
- bonuses
- flexible benefits
- competitive compensation
- Leaders who support your development through coaching and managing opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
