Associate Advisor - Relationship Manager

Job Description

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. As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, 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? Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups. Help build and execute business plans, Wealth Management objectives and client service plans. Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners. Trading and / or portfolio management support. Conduct ongoing research on markets and investments and provide regular updates to the advisory team. Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base. What do you need to succeed? Must Have Must Have: Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam University degree Advanced MS Excel skills Exceptional written and verbal communication skills in English 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 Meticulous attention to detail and strong problem solving and analytical skills Highly developed client service skills What’s in it for you? We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from: 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 Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement Additional Job Details Address: 435 NORTH SERVICE RD W:OAKVILLE City: Oakville Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type:

Required Skills