Associate Advisor Wealth Management

Location: Sidney

Job Description

What is the opportunity?

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 Sidney BC RBC Dominion Securities branch is seeking talented, self-directed individuals with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.
As an Associate Advisor
, you will work with a Portfolio Manager and their team and be responsible for providing proactive advice and support to our clients and the Portfolio Manager, 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.
What will you do?

Leverage your talent for planning to facilitate, in partnership with the Portfolio Manager, meetings and events for the team with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.

Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.

Effectively respond to client account inquiries and take ownership of follow-ups.

Help build and execute business plans, client segmentation exercises, and client service plans.

Identify opportunities for asset consolidation and referrals across the existing client base

Support your advisory team with new client acquisition.

Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.

Trading and / or portfolio rebalancing support.

Conduct ongoing research on markets and investments and provide regular updates to the advisory team.

Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.

What do you need to succeed?

Must-have

Approval as a Registered Representative (RR) with CIRO

Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam

University degree

Exceptional written and verbal communication skills

Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

4 years or more of professional experience within the investment industry

Certified Financial Planner designation

Meticulous attention to detail and strong problem solving and analytical skills

Highly developed client service skills

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 $45,000 - $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

Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details

Address:

2491 BEVAN AVE:

SIDNEY

City:

Sidney

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date aboveI
nclusion and Equal…