Associate Advisor

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. The Toronto 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 an 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? Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor 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 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 commu

Required Skills