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Associate Advisor

Edmonton, AB
Full Time
4 days ago
What is the opportunity?

The RBC Dominion Securities Edmonton Arena District branch is currently seeking an Associate Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisors. Identifying and assisting growth of new business opportunities will also be key.

What will you do?
  • Coordinate meetings and events for the Investment Advisors with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work
  • Provide proactive 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
  • Conduct ongoing research on markets and investments, providing regular updates to the advisory team
  • Review portfolios regularly and rebalance them with guidance from the advisory team
  • Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up

What do you need to succeed?

  • Approval as a Registered Representative (RR) with IIROC
  • Post-Secondary Education
  • Exceptional written and verbal communication skills in English
  • Ability to learn new technology and an understanding of social media

  • 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
  • Financial Planning designation or experience, an asset
  • Comfortable working in a team enviroment

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 clients

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Address:Edmonton Arena District
Work Hours/Week:37.5
Work Environment:Branch
Employment Type:Permanent
Career Level:Experienced Hire/Professional
Pay Type:Salary + Variable Bonus
Required Travel (%):0
People Manager:No
Application Deadline:06/29/2021
Platform:Wealth Management

Req ID:373337
Ad Code(s):
Sales and Marketing