Associate Advisor Jobs In Canada | Royal Bank of Canada
Explore Associate Advisor jobs in Canada with the Royal Bank of Canada (RBC) and build a rewarding career in financial services. As an Associate Advisor, you will support clients in achieving their financial goals by providing investment guidance, assisting with portfolio management, strengthening client relationships, and delivering exceptional customer service. Ideal candidates possess strong communication, analytical, and relationship-building skills, along with a passion for finance and wealth management. Discover exciting opportunities with RBC and take the next step toward a successful career in Canada’s leading banking industry.
Associate Advisor Jobs In Canada
Job Details
| Hiring Company | Royal Bank of Canada |
| Post | Associate Advisor |
| Location | Ottawa , Canada |
| Job type | Full-Time |
| Experience | 4 years or more |
| Language | English |
| Salary | CAD $38,000.00- $60,000.00 |
Associate Advisor Jobs In Canada
Job Description
Associate Advisor Jobs In Canada
Job Description
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.
As an Associate Advisor, you will work with the 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.
Key Responsibilities
Associate Advisor Jobs In Canada
- Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
- Help build and execute business plans, Wealth Management objectives and client service plans.
- Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
- Trading and / or portfolio management support.
- 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.
Qualification
Associate Advisor Jobs In Canada
Education
- Must Have: Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
- University degree
- Advanced MS Excel skills
- Exceptional written and verbal communication skills in English
- Strong skills working with business applications/technology, including Microsoft Office Suite
Experience
- 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
Required Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
How To Apply
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