Associate Advisor

What is the opportunity?

The RBC Dominion Securities branch located in Coquitlam 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.

• Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work.
• Provide proactive client service with a problem-resolution focus and attention to details.
• Respond to client account inquiries and remain accountable to follow-up, as required.
• 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
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
• 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.

• Approval as a Registered Representative (RR) with IIROC
• Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
• University degree
• A self‑directed individual with a growth and goals‑oriented mindset
• Exceptional written and verbal communication skills in both English and Mandarin
• Strong Microsoft Office skills

• 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

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

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

The expected base salary range for this position is $38,000 - $55,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

• Address: 2950 GLEN DR:
  
  COQUITLAM
• City:
  Coquitlam
• Country:
  Canada
• Work hours/week: 37.5
• Employment Type:
  
  Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type:
  
  Salaried