Associate Advisor – Wealth Growth & Client Leadership

RBC; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Toronto seeks an experienced Associate Advisor. You will provide proactive support to clients, assist an Investment Advisor team, and identify business growth opportunities. You should have 5+ years of industry experience and be a recognized Registered Representative. This full-time role offers competitive compensation and benefits in a collaborative environment.

Benefits

Competitive compensation

Dynamic team environment

Comprehensive Total Rewards Program

Qualifications

• 5+ years of industry experience.
• Strong skills working with business applications/technology.

Responsibilities

• Provide proactive advice and support to clients and the Investment Advisor.
• Liaise with various departments for smooth and timely solutions.
• Support advisory team with new client acquisition.

Skills

Customer Service

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Performance Measurement

Education

University degree

Approval as a Registered Representative (RR) with IIROC

Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)

Tools

Microsoft Office Suite

Job description

A leading financial institution in Toronto seeks an experienced Associate Advisor. You will provide proactive support to clients, assist an Investment Advisor team, and identify business growth opportunities. You should have 5+ years of industry experience and be a recognized Registered Representative. This full-time role offers competitive compensation and benefits in a collaborative environment.