Associate Investment Advisor

ob Summary

Job Description

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 RBC Dominion Securities branch located in Coquitlam is seeking an Associate Investment Advisor to join a successful Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

What will you do?

Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work.
Provide proactive client service with a problem-resolution focus and attention to details.
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, etc.
Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
Trading and / or Portfolio Rebalancing
Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.
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 or Investment Management Techniques (IMT)
University degree
A self-directed individual with a growth and goals-oriented mindset
Exceptional written and verbal communication skills
Strong Microsoft Office skills
Nice-to-have

4 years or more of professional experience within investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills
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
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to building close relationships with client
Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $38,000 - $55,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

RBC’s 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 RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details

Address:

2+50 GLEN DR:COQUITLAM