Associate Advisor

What is the opportunity?

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The North York RBC Dominion Securities branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join a successful advisor team.

As an Associate Advisor, you will work with a successful Investment Advisor team and will be empowered to drive the growth of key wealth management functions of a wealth management business with the mentorship of a successful advisor, the support of an established team, and the resources of # 1 ranked RBC Dominion Securities.

What will you do?

• Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
• 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.
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Help build and execute business plans, client segmentation exercises, and client service plans.
• Identify opportunities for asset consolidation and referrals across the existing client base
• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.

What do you need to succeed?

Must-have

• Approval as a Registered Representative (RR) with IIROC
• Successful completion of the Wealth Management Essentials (WME) course
• Exceptional written and verbal communication skills.

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
• CFP Certified Financial Planner

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

Additional Job Details

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 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.