Associate Advisor - Jobs in Oshawa, ON

Job Description

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 TitleAssociate AdvisorJob DescriptionWhat is the opportunityThe RBC Dominion Securities branch located in Oshawa is seeking an Associate Advisor to join a high performing 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.
• Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
• Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
• Trading and / or Portfolio Rebalancing
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
• 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 succeedMust-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
• A self-directed individual with a growth and goals-oriented mindset
• Exceptional written and verbal communication skills
• Strong Microsoft Office skills

Nice-to-have

• 4 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

What’s in it for youWe 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

Job SummaryAddress:OSHAWA, Ontario, CanadaCity:CAN-ON-OSHAWACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2023-01-30-08:00Application Deadline:2023-02-14-08:00Inclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.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.Quick Apply

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