Associate Advisor
Royal Bank of Canada View all jobs
- Vancouver, BC
- $40,000-60,000 per year
- Permanent
- Full-time
- Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.
- Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client account inquiries and remain accountable to follow-up, as required.
- Help build and execute business plans, client segmentation, and client service plans.
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
- Trading and / or Portfolio Rebalancing
- Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.
- Approval as a Registered Representative (RR) with CIRO
- Successful completion of the CIRE and the Retail Securities Exam
- University degree
- Advanced MC Excel skills
- A self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills
- 5 years or more of professional experience within investment industry
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly-developed client service skills
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with client
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value