Associate Advisor, Wealth Management

Royal Bank of Canada · Waterloo

Job Description

What is the opportunity?

The RBC Dominion Securities (“RBC DS”) branch located in Uptown Waterloo is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support. Candidates must have at least 5-10 years of experience in the investment field.

What will you do?

Provide world class client service to our valued clients
Enhance the client relationship through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly
Effective client communications (written and verbal), by phone, e-mail, and in-person
Utilize contact management system for daily task management
Investment research, analysis and analytics
Back up on trade execution
Support the IA by identifying and assisting growth of new business opportunities
Assist in the development of the team’s investment strategy for clients
Event planning

What do you need to succeed?

Must-have

At least 5 years of experience in the investment field
CIRO licensed as a Registered Representative (RR) (Canadian Securities Course/CSC, Conduct and Practices Handbook/CPH, Wealth Management Essentials/WME) or equivalent CIRO licensing courses (Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), conduct training and regulatory training requirements)
Exceptional verbal and written English skills - excellent communicator over the telephone
Bachelor’s degree from an accredited post secondary institution
Attention to detail and strong organizational skills
Ability to successfully multi-task and change priorities mid-stream, as required
Advanced Microsoft Office skills (Word, Excel and PowerPoint)
Legally able to work in Canada
Role requires work from office

Nice to have

Finance, economics or business degree
Other professional of investment industry designations (such as CFP, etc)

What’s in it for you?

We thrive on the challenge to be our best, to keep growing, and working together to deliver trusted advice to help out 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 with competitive compensation
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

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.

Job Skills

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

Additional Job Details

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