Associate Portfolio Manager / Associate Investment Advisor
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities Inc. is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities downtown Vancouver office in Royal Centre is seeking a senior member of a successful and growing private client wealth management business. As Associate Portfolio Manager (available to CFA charterholders) or Associate Investment Advisor (available to CIM designation holders) your role is to deliver customized investment advice, wealth management strategies and exceptional service to our clients.
As a valued and senior team member, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 7 years of investment industry experience ideally dealing with high-net-worth clients. The role requires daily on-site presence in the office working alongside the rest of the team.
What will you do?
- Provide customized investment and wealth management advice to our clients
- Conduct portfolio reviews with our clients
- Prepare and present financial plans to our clients
- Work with the extended team of planning experts within RBC Dominion Securities (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other professional specialists) to assist in providing wealth management advice to clients
- Provide exceptional service to our clients
- Promote and support a work environment that inspires innovation, creativity and teamwork
What must you have to succeed?
- First class client service skills
- At least 7 years of investment industry experience
- Exceptional verbal and written English skills
- Degree from a recognized university
- CFA designation (to be considered for Associate Portfolio Manager title)
- CIM designation (to be considered for Associate Investment Advisor title)
- Commitment to obtain CFP designation (if not already held)
- IIROC licensed as a Registered Representative (RR) (or willingness to obtain)
- Attention to detail and strong organizational skills
- Advanced Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
- Resident of the Greater Vancouver Area and legally able to work in Canada
What's in it for you?
We thrive on the challenge to be our best and work together to deliver trusted advice to help our clients thrive. We care about each other, reaching our potential, making a difference to our communities, and achieving mutual success.
- A comprehensive Total Rewards Program which includes 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 and high-performing team
- Opportunities to do challenging work
- Opportunities to build close relationships with clients
The expected base salary range for this 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
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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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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