Associate Investment Advisor
Job Summary
Job Description
What is the opportunity?
The RBC Dominion Securities branch located in Vancouver, BC is seeking an Associate Investment Advisor to join a successful 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?
- Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
- Trading and / or Portfolio Rebalancing
- Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
What do you need to succeed?
Must-have
- Approval as a Registered Representative (RR) with IIROC
- Successful completion of the Investment Management Techniques (IMT) Course/ CIM or CFA
- University degree
- A self-directed individual with a growth and goals-oriented mindset
- 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
- CIM designation, an asset
What's in it for you?
We 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 which include competitive compensation and flexible benefits
- 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
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
The expected base salary range for this particular position is $38,000 - $55,000 -- depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
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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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