Associate Advisor

October 21 2024
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services,
Moncton, NB • Full time

Job Summary

Job Description

What is the opportunity?

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?

  • 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.
  • Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.

What do you need to succeed?

  • Approval as a Registered Representative (RR) with CIRO (if not already obtained, must be willing to be licensed within 6 months of hire date)
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
  • 4-6 years or more of professional experience within the investment industry, providing face-to-face advice on investment products and services
  • University degree
  • Exceptional written and verbal communication skills in English and French
  • Highly developed client service skills
  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • Meticulous attention to detail and strong problem solving and analytical 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
  • The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
  • Challenging work that will help you grow professionally
  • Ongoing opportunities to build close relationships with clients

Job Skills

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

Additional Job Details

Address:

633 MAIN ST, UNIT 650:MONCTON

City:

MONCTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-30

Application Deadline:

2024-11-30

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.
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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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Apply now!

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