Associate Wealth Advisor

RBC; Vancouver; On-site; CAD 38,000 - 55,000; Full time

Job summary

Join a forward-thinking financial institution as an Associate Advisor, where your proactive approach will help clients thrive and communities prosper. In this dynamic role, you will collaborate with an Investment Advisor team, providing exceptional client service and support. Your responsibilities will include facilitating meetings, managing client inquiries, and executing business plans. With a focus on building relationships and identifying growth opportunities, you will play a crucial role in enhancing client experiences. This position offers a competitive salary, bonuses, and the chance to be part of a high-performing team dedicated to making a positive impact.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Dynamic team environment

Ongoing professional growth opportunities

Qualifications

• Approval as a Registered Representative (RR) with IIROC is required.
• 4+ years of professional experience in the investment industry is preferred.

Responsibilities

• Provide proactive advice and support to clients and the Investment Advisor.
• Identify new opportunities and help grow the business.

Skills

Customer Service

Investment Management

Decision Making

Interpersonal Relationship Management

Investment Performance Measurement

Education

University degree

Wealth Management Essentials (WME) course

Investment Management Techniques (IMT)

Tools

Microsoft Office Suite

Job description

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities Vancouver Main branch is seeking a talented, self-directed individual 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.
• Provide 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 IIROC.
• Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT).
• 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 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.

The expected base salary range for this particular position is $38,000 - $55,000 -- depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City: VANCOUVER

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-10-22

Application Deadline: 2025-01-25

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

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.