Associate Advisor
City : OAKVILLE, Ontario, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
The RBC Dominion Securities Branch located in Oakville is looking for an Associate Wealth Advisor to join the Sheridan Wealth Management team. This is a fast-paced, Chairman’s Council team looking for someone capable in maintaining, developing and growing a business by providing clients exceptional service in an efficient and professional manner. The ideal candidate should have at least 10 years experience in a relationship manager role.
What will you do?
- Establish relationships with existing and new high net worth individuals, families & business owners
- Leverage your investment and relationship strategies to create customized wealth management services for clients
- Foster trusted, often multi-generational, long-term relationships using personalized service and advice
- Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.
What do you need to succeed?
Must-have
- Organizational and Time Management to meet deadlines for meetings and presentations.
- Self-confidence and demonstrated ability to persuade
- Excellent presentation skills
- CSC, CPH & WME
- Industry and sales experience
Nice-to-have
- Financial Planning Experience
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
- 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
Job Summary
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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.
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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 rbc.com/careers.