Associate Advisor

RBC; Calgary; In loco; CAD 70.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Total rewards program

Stock options

Descrizione del lavoro

RBC Dominion Securities in Calgary is seeking an Associate Advisor to support an Investment Advisor team in delivering proactive advice and developing client relationships. You will help grow our client base, identify opportunities, and assist in building tailored investment strategies and portfolios.

Qualifications include RR approval with CIRO, WME/IMT completion, a university degree, strong English communication, and proficiency with MS Office.

Competenze

• Approval as a Registered Representative (RR) with CIRO.
• Successful completion of the Wealth Management Essentials (WME) or Investment Management Techniques (IMT).
• University degree.
• Exceptional written and verbal communication skills in English.
• Strong skills working with business applications/technology, including Microsoft Office Suite.

Mansioni

• Facilitate and support meetings and events for the Investment Advisor with clients and prospects.
• Assist clients in developing investment strategies and selecting suitable products.
• Support cross-sells of banking services and advise on financial matters and investments.
• Expand relationships through prospecting, networking, and referrals.
• Establish financial plans and help clients build investment portfolios.

Conoscenze

Customer Service

Investment Management

Decision Making

Interpersonal Relationship Management

Investment Performance Measurement

Client Relationship Development

Formazione

University degree

Strumenti

Microsoft Office Suite

Descrizione del lavoro

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The Calgary South 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.
• Assist customers in the development of investment strategies and selecting the best products to support such strategies.
• Support cross-sells of banking services and counsels customers on financial matters and investment instruments.
• Expand existing relationships and develop new customer relationships through prospecting, networking, and referrals.
• Establish individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives.

What do you need to succeed?

Must-have

• Approval as a Registered Representative (RR) with CIRO
• Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
• University degree
• 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:

14505 BANNISTER RD SE:CALGARY

City:

Calgary

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-16

Application Deadline:

2026-10-29

Note** : **

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

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.