Associate Wealth Advisor
RBC
Pointe-Claire, QC
What is the opportunity?

The RBC Dominion Securities Branch located in Pointe Claire, Quebec is looking for an Associate Wealth Advisor to join a team in maintaining, developing and growing a Portfolio Manager’s business by providing clients exceptional service in an efficient and professional manner. The ideal candidate should have at least three years’ experience in the investment field working as an assistant/associate and be fully IIROC licensed.

What will you do?

Meeting with newly acquired clients to guide clients through the onboarding process.
Support the team with some administrative duties in the opening and management of client accounts.
Participating in insurance planning meetings with existing clients.
Participating in Will & Estate planning meetings with existing clients.
Participating in Compass/financial planning meetings (discovery and presentation) with existing clients.
Maintaining, servicing & building existing client relationship through both telephone conversation & meetings.
Initiating and participating in RBC referral meetings with existing clients
Developing, maintaining and meeting RBC referral partnerships with RBC partners including Private Bankers, Commercial Bankers & Financial Planners.

What do you need to succeed?

Must-have

Great communication skills in English and French
Exceptional client service skills and ability to handle challenging calls
Sales experience in person or over the phone
Strong work ethic and ability to work with minimal supervision
CSC & CPH

Nice-to-have

Experience communicating with clients by phone in a contact/call centre environment
Enthusiastic, committed, and entrepreneurial spirit
University degree in related field

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.

Financial strength and strong brand
Prestige
A strong and diverse team
A world-class training program in financial services