City : BURNABY, British Columbia, Canada

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What is the opportunity?

The RBC Dominion Securities branch located in Burnaby is seeking an Associate Advisor to join a successful Advisory Team.  You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

What will you do?

• 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.

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)
• 2-4 years or more of professional experience within investment industry
• University degree
• A self-directed individual with a growth and goals-oriented mindset
• Exceptional written and verbal communication skills in English

Nice-to-have

• 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, 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 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

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.

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 Measurement

Additional Job Details

4720 KINGSWAY, TH 12:BURNABYBURNABYCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2024-07-102024-12-07

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