Royal Bank of Canada
Job title:
Associate Advisor
Company
Royal Bank of Canada
Job description
Job Summary Associate Advisor – Trading & Wealth Management
Job Description
What is the opportunity?
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
The Bogle Private Wealth Group within the RBC Dominion Securities Oakville 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 be responsible for providing support to our clients and the Investment Advisor by assisting with the trading and wealth management activities.
What will you do?
- Trading and / or portfolio management support.
- Help build and execute business plans, Wealth Management objectives and client service plans.
- Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
- Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.
What do you need to succeed?
Must-have
- Approval as a Registered Representative (RR) with IIROC
- University degree
- Exceptional written and verbal communication skills in English
- Strong skills working with business applications/technology, including Microsoft Office Suite
Nice-to-have
- 4 years or more of professional experience within the investment industry
- 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: 435 NORTH SERVICE RD W:OAKVILLE
City: OAKVILLE
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Wealth Management
Job Type: Regular
Pay Type: Salaried
Posted Date: 2024-01-10
Application Deadline: 2024-01-25
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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Expected salary
Location
Oakville, ON
Job date
Fri, 12 Jan 2024 07:52:52 GMT
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