At a glanceSummarised by Seekless from the posting.
Must have5
Approval as a Registered Representative (RR) with CIRO
Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
University degree
Exceptional written and verbal communication skills in English and French
Strong skills working with business applications/technology, including Microsoft Office Suite
Nice to have3
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
Skills
Microsoft Office Suite
Benefits
Health insurance
Stock options
Job Description
What is the opportunity?
About the company
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 Moncton 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?
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Help build and execute business plans, client segmentation exercises, and client service plans.
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Identify opportunities for asset consolidation and referrals across the existing client base.
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Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
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Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
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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
•
Approval as a Registered Representative (RR) with CIRO
•
Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
•
University degree
•
Exceptional written and verbal communication skills in English and French.
•
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
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The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
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Challenging work that will help you grow professionally
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Ongoing opportunities to build close relationships with clients
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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Hiring process
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.