Associate Investment Advisor

Vaughan, ON, Canada

Job Description


Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you\xe2\x80\x99re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title Associate Investment Advisor



What is the opportunity?

The RBC Dominion Securities branch located in Vaughan is seeking an Associate Investment Advisor to join a high performing Wealth Advisory Team. Your focus will be to develop new and deepen existing client relationships by offering sound advice and support to clients in partnership with the team. Identifying new business opportunities will 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.
  • Work closely with the portfolio management team to keep clients updated on investment strategies and current market trends.
  • Partner with an associate to collaboratively provide an exceptional, timely, proactive client experience.
What do you need to succeed?

Must-have
  • Approval as a Registered Representative (RR) with IIROC
  • Working towards or have successfully completed the Investment Management Techniques (IMT) Course/ CIM or CFA
  • University degree
  • A self-directed individual with a growth and goals-oriented mindset
  • Exceptional written and verbal communication skills
  • Strong Microsoft Office skills, and a familiarity with Sales Force
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
  • Community involvement
What\xe2\x80\x99s in it for you?

As a team, we look forward, challenge the status quo, and bring the vast resources of RBC to a focal point for our family of clients. We believe in building deeper, lasting, and more meaningful client relationships, so we can concentrate every bit of energy and expertise on the families we serve. We challenge ourselves every day to be our best, support one another in everything we do and work together to deliver trusted advice and timely service to support our clients and all their financial, and wealth management needs.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to building close relationships with clients
Job Summary

Address: VAUGHAN, Ontario, Canada

City: CAN-ON-VAUGHAN

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-05-10

Application Deadline: 2023-08-12

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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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 rbc.com/careers.

Royal Bank of Canada

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Job Detail

  • Job Id
    JD2214549
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Vaughan, ON, Canada
  • Education
    Not mentioned