Ville : MISSISSAUGA, Ontario, Canada

Catégorie : Customer Service | Client Advice | Sales

Industrie : Financial/Banking

Employeur : RBC

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. 

The Mississauga RBC Dominion Securities branch is seeking talented, self-directed individuals 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. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

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, execute post-meeting work.

• Prepare retirement projections for clients using internal software.

• Coordinate the preparation of Investment Policy Statements

• 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

• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.

• Trading and / or portfolio design/rebalancing/support.

• Conduct ongoing research on markets and investments and provide regular updates to the advisory team.

• Conducting review meetings with clients individually and with the Investment Advisor as required.

• Support both the advisory team and our clients throughout the Wealth Management process.

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)

• University degree preferably in a financial discipline

• Exceptional written and verbal communication skills in English

• Strong skills working with business applications/technology, including Microsoft Office Suite

• Minimum of 5 years of professional experience within the investment industry

• Highly developed client service skills with the ability to remain calm and focused under pressure

• CFP Designation

Nice to Have

• Meticulous attention to detail and strong problem solving and analytical skills

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team

• Challenging work that will help you grow professionally

• Ongoing opportunities to build close relationships with clients

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

4 ROBERT SPECK PKY:MISSISSAUGAMISSISSAUGACanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2024-10-292024-12-03

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