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About the Role

RBC Dominion Securities 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.

Responsibilities

Facilitate meetings and events for the Investment Advisor with their clients and prospects.
Determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
Provide proactive client service and liaise with various departments for timely solutions.
Respond to client account inquiries and manage follow-ups.
Assist in building and executing business plans, client segmentation exercises, and client service plans.
Identify opportunities for asset consolidation and referrals.
Support the advisory team with new client acquisition.
Nurture and manage relationships with Centers of Influence (COIs) and RBC partners.
Provide trading and/or portfolio rebalancing support.
Conduct research on markets and investments and provide updates to the advisory team.
Support the advisory team and clients throughout the Wealth Management process, coordinating activities with internal specialists, managing documentation, tracking progress, and following up.

Requirements

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
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

Skills

Analytical Thinking
Communication
Computer Literacy
Customer Relationships
Customer Service
Customer Service Management
Decision Making
Detail-Oriented
Interpersonal Relationship Management
Investment Management
Investment Performance Measurement
Investment Portfolios
Investments
Investment Strategies
Microsoft Office

Location

Toronto, Canada

Work Type

Full time

Experience Level

4 years or more of professional experience within the investment industry

Education Level

University degree

Salary/Compensations

$38,000.00 - $60,000.00
Competitive-based pay with variable incentive structure, earning a multiple of salary up to 1.5x

Benefits

A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions
Stock where applicable

About the Company

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.
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Equal Opportunity

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.