Associate Advisor
| Company | Royal Bank of Canada |
|---|---|
| Location | Burnaby, BC, Canada |
| Salary | $38000 – $55000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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
Responsibilities
- 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.
Preferred Qualifications
- 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