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Form of workJob Summary
Job Description
What is the Opportunity?
The RBC Dominion Securities branch located in North York is seeking a Senior Associate Advisor to join a large high performing Advisory Team. You will deepen client relationships by offering sound advice and support to clients as well as the Investment Advisor. You will also play a key role in identifying and assisting growth of new business opportunities.
What will you do?
- Relationship manage a segment of the Investment Advisor's book.
- Provide investment advice and wealth planning to clients.
- Support the advisory team and clients through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.
- Help build and execute business plans, client segmentation, and client service plans.
- Support the trading and / or portfolio rebalancing function.
- Coordinate meetings and events for yourself and the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.
- Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client account inquiries and remain accountable to follow-up, as required
- Identify and execute opportunities among existing client base for asset consolidation, referrals to COIs and wealth planning needs.
- Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
- Deepen existing relationships with Centers of Influence (COIs).
- Regularly review research on markets and investments, provide regular updates to the advisory team.
What do you need to succeed?
Must Have
- Currently Registered Representative (RR) licensed with IIROC / CIRO, or successful completion of CSC within last five years.
- At least five years of client relationship/advisory responsibility
- University degree
- Strong Microsoft Office skills
- A self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills
- The desire to work on a large team
Nice to have
- The ability to onboard your own clients
- Financial planning accreditations
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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression
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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