What is the opportunity?
The RBC Dominion Securities Trois-Rivières 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 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 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, provide regular updates to the advisory team
Review portfolios regularly and rebalance them with guidance from the advisory team
Make recommendations for changes, switches; track positions held; identify buy/sell opportunities; manage positions to be in line with models
Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up
What do you need to succeed?
Approval by IIROC as a Registered Representative (RR)
Successful completion of the Wealth Management Essentials (WME) course
Strong written and verbal communication skills in English and French
Strong Microsoft Office Suite skills, especially Excel
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
CIM designation, an asset
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
Address: 25, rue des Forges, bureau 100
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: 03/14/2021
Platform: Wealth Management
Req ID: 317456