Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Associate Advisor role.
Rezi rewrites your resume against Royal Bank of Canada's job description. Free.
Tailor your resume to this Associate Advisor role.
Rezi rewrites your resume against Royal Bank of Canada's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Associate Advisor posting at Royal Bank of Canada — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Associate Advisor posting at Royal Bank of Canada — free, in seconds.
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 for client meetings.
- Prepare documentation for client meetings.
- Execute post-meeting work.
- Attend client meetings when required.
- Provide proactive client service.
- Liaise with various departments to provide smooth and timely solutions.
- 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 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 ongoing research on markets and investments and provide regular updates to the advisory team.
- Support the advisory team and clients throughout the Wealth Management process.
- Coordinate activities with internal Wealth Management specialists.
- Manage documentation for Wealth Management process.
- Track progress and follow up for Wealth Management process.
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
- Strong problem solving and analytical skills
- Highly developed client service skills
Skills
- Customer Service
- Customer Service Management
- Decision Making
- Interpersonal Relationship Management
- Investment Management
- Investment Performance Measurement
Location
- ROYAL BANK PLAZA, 200 BAY ST:TORONTO
- Toronto
- Canada
Work Type
- Full time
- 37.5 hours/week
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
- Overall earning potential impacted by a 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 supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.