Associate Advisor
| Company | Royal Bank of Canada |
|---|---|
| Location | Vancouver, 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
- Exceptional written and verbal communication skills
- Strong skills working with business applications/technology, including Microsoft Office Suite
Responsibilities
- Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects.
- Tap into your superior problem resolution skills to provide proactive client service.
- Effectively respond to client account inquiries and take ownership of follow-ups.
- Help build and execute business plans, client segmentation exercises, and client service plans.
- Identify opportunities for asset consolidation and referrals across the existing client base.
- Support your advisory team with new client acquisition.
- Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
- Trading and / or portfolio rebalancing support.
- Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
- Support both the advisory team and our clients throughout the Wealth Management process.
Preferred Qualifications
- 4 years or more of professional experience within the investment industry
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly developed client service skills