Associate Advisor
Place of work
London Settlement
Job details
Job description, work day and responsibilities
Job details
Job type
Full-time
Location
London, ON N6L 1R4
Full job description
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The London 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, 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.
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 rebalancing support.
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
Successful completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) course and Wealth Management Essentials (WME) course
Approval as a Registered Representative (RR) with CIRO
4 years or more of professional experience within the investment industry
University degree
Exceptional written and verbal communication skills in English
High quality time management and organization skills
Strong skills working with business applications/technology, including Microsoft Office Suite
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Nice-to-have
Knowledge of RBC Dominion Securities’ systems and procedures
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, 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
Address:
148 FULLARTON ST:LONDON
City:
LONDON
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-06-25
Application Deadline:
2025-07-0+
Note: Applications will be accepted until 11:5+ 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.
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The position is suitable for candidates with education
This position is suitable for fresh graduate
Company address
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Offer ID: #1167644,
Published: 3 days ago,
Company registered: 3 months ago
