Associate Wealth Advisor
RBC Capital
Job Description
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.
The ideal candidate will be a natural relationship manager with some financial planning background who enjoys working with clients directly.
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.
- 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
- Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
- 4 years or more of professional experience within the investment industry
- Financial Planning experience working with HNW clients
- Exceptional written and verbal communication skills
- Strong skills working with business applications/technology, including Microsoft Office Suite
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly developed client service skills
Nice to-have
- Certified Financial Planner (CFP) or Personal Financial Planner (PFP) Designation
- University degree or equivalent
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
The expected base salary range for this position is $40,000 - $55,000.
This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
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 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.