Service Desk Investment Advisor
RBC
Toronto, ON
What is the opportunity?

The RBC Dominion Securities Toronto branch is looking for a Service Desk Investment Advisor to perform daily functions related to client accounts and inquiries while providing the highest quality client service. You will manage the less complex accounts on the RBC Dominion Securities platform. You will be responsible for determining the needs of these clients through deep discovery, identifying consolidation and upgrading opportunities, and discussing options within the RBC family that may be more suitable for them following Home of Best Fit practices.

What will you do?

Review the individual client portfolios
Reach out to the clients and conduct deep discovery to determine their needs
Determine the Home of Best Fit of each client and ensure smooth transition when referring to RBC partners
Ensure client inquiries are responded to in a timely manner, and that all activity is recorded in the contact management system
Develop strong collaborative relationships with colleagues across all RBC platforms

What do you need to succeed?
Must-have

Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)
Completion of the Wealth Management Essentials Course (WME) or willingness to complete within one year
Excellent verbal and written communication skills
Superior time management and organizational skills
Dedication to teamwork and collaboration

Nice-to-have

Knowledge of RBC's investment products, services and fees across platforms (RBC Direct Investing, RBC Dominion Securities, RBC Banking, etc.)

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
Financial strength and strong brand
Prestige