What is the opportunity?
A well-established professional wealth management team, at RBC Dominion Securities Richmond Hill branch, would like to add a skilled Associate/Associate Advisor. Serving over 400 client-families, we focus foremost on the well-being of our clients and the highest levels on client service, with efficiency and professionalism. We also place a high priority on our staff training and development. The ideal candidate thrives on challenges, enjoys a dynamic, progressive and high performance environment. Should also enjoy working in a team environment who wants to build a long term career and engage your heart and mind by bringing your real self to us.
What will you do?
Strong communication skills and the ability to interact with clients on a daily basis by phone, email, and in-person proactively and meet their needs in a punctual manner.
Work with IA to develop and execute a relationship management plan to maintain the growth of HNW client base
Assist with day to day portfolio review, trades executions and financial planning
What do you need to succeed?
Proactive client service and superior communication skills, empathy and emotional intelligence
Exceptional attention to detail and efficiency
Organizational and time management skills
Creativity and superior problem-solving skills
Ability to work in a team environment and prioritize tasks under deadlines
2 to 3 years’ experience in Associate role or equivalent role responsibilities within the industry. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing.
Experience as an RBC DS Associate or Administrative Assistant or similar experience in the wealth management industry and knowledge of RBC DS system is an asset.
Financial Planning background
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.
Compensation is negotiable based on skills and experience.
RBC provides a comprehensive Total Rewards Program including bonuses and flexible benefits including stock where applicable