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Associate Advisor / Associate Wealth Advisor
| Company | Royal Bank of Canada |
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| Location | Vancouver, BC, Canada |
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| Salary | $38000 – $55000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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Requirements
- Approval as a Registered Representative (RR) with IIROC
- Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
- 4 years or more of professional experience within the investment industry
- 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. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- 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. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.
Preferred Qualifications
- Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
- Financial Planning experience working with HNW clients
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly developed client service skills
