Wealth Associate

Job Summary Job Description What is the opportunity? The RBC Dominion Securities branch located in Vancouver is seeking a Wealth Associate to execute a high performing Advisory Teams Wealth Management Strategy. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast-paced team environment. The ability to learn and grow in this role is vast. You will provide quality client service and help deepen relationships with existing clients through Wealth Management Activities. What will you do? Coordinate and prepare Wealth Management meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary. Assist the Advisor team with client onboarding. Maintain existing client accounts and COI relationships and identify opportunities to contact clients: manage timelines and key dates for accounts. Support Advisor team and client through the Wealth Management process and maintain audit of all Wealth Management Activities and priorities. What do you need to succeed? Must-have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients. Experience working on a team. Excellent time management skills and the ability to prioritize work. Strong organizational skills with the ability to multi-task/attention to detail/problem solving skills. Exceptional verbal and written communication skills in English. Minimum of 3-5 years of experience in securities industry, preferably with RBC Dominion Securities. Experience using Microsoft Office Nice-to-have Knowledge of RBC Dominion Securities systems and procedures, an asset. Whats 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. Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact on the lives of others. The chance to work in a dynamic, collaborative, progressive, and high-performing team. A world-class training program in financial service The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBCs 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. RBCs 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 RBCs high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City: VANCOUVER Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-09-18 Application Deadline: 2024-11-12 I nclusion 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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.

Location: Greater Vancouver, CA

Posted Date: 11/2/2024