Associate Wealth Advisor

Job Summary Job Description What is the opportunity? RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teams wealth management strategy for clients is the main focus of this role. What will you do? Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnaires Prepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunities Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow up Liaise with branch management team for updates on and progress with wealth management initiatives Coordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting work Provide proactive and high-end client service on the phone and in person, respond to client inquiries Identify opportunities for new business as well as among existing client base for asset consolidation or referrals What do you need to succeed? Must-have 5 years of professional experience in the investment industry Registered Representative (RR) approval with CIRO (i.e., CSC, CPH, and WME) Financial planner diploma granted by the Institute of Financial Planning Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs Advanced proficiency in Microsoft 365 apps University degree Meticulous attention to detail and strong problem solving and analytical skills 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 Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to building close relationships with clients Job Skills Additional Job Details Address: 1 PLACE VILLE MARIE:MONTRAL City: MONTRAL 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: 2024-11-11 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: Canada, CA

Posted Date: 11/2/2024