The primary focus of an Associate Advisor job is to provide excellent service to clients and support on behalf of Wealth Management clients. Our approach to Wealth Management is to provide trusted advice and to coordinate all of Wealth Management support.
As an Associate Advisor with the Advisory Team, a person should have access to various types of challenging assignments, receive significant leadership support, and work for one of Canada’s leading financial services companies.
Royal Bank of Canada has a strong culture of respect, inclusion, and shared success, so you can develop your long-term, rewarding career while having a positive influence on both the clients and community. To learn more about this opportunity and how to join one of the most trusted Wealth Management Teams in Canada, please review the entire job posting.
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Employer Details
Company Name : Royal Bank of Canada
Location : Toronto, Ontario, Canada
Salary : $74302 per year
Job Type : Full time
Start date : As soon as possible
Benefits : Total rewards programs with bonuses and flexible benefits, Competitive pay with commissions and stock options, where available Challenging and interesting working conditions, Varied assignments with exposure to many different areas of the company, Strong financial standing and recognized name within the industry, Prestigious opportunity to work for a leading firm in wealth management, Management that is supportive of employee growth and advancement
Job Description
- The Associate Advisor position supports one of the largest and most productive Investment Advisory Groups at Wealth Management.
- The Associate Advisor works directly with clients to manage relationships with a selection of their accounts, while also working to deliver a quality client experience and provide superior service.
- A Associate Advisor contributes to the overall success of the company by directly engaging with clients to help identify opportunities for growth and supporting clients through their relationship with the firm by developing and managing their client portfolios.
- In addition, the Senior Associate Advisor works closely with all internal partners (advisory teams, product specialists, etc.) in a formalized team structure.
- This is a full-time salaried position with the Wealth Management platform.
- Office location is in North York, Toronto, Canada with standard 37.5 hours per week.
Responsibilities
- Maintaining and managing relationships with clients in a designated segment of the investment advisor’s overall client portfolio.
- Provide investment advisory and coordinated wealth management services to clients in designated segments.
- Assisting the advisory team with the onboarding of new clients, client planning, and on-going servicing of existing clients.
- Assistance in trading and portfolio rebalancing activities.
- Identify areas of growth through consolidation of assets, referring to new clients and obtaining new clients.
- Continue to provide proactive client services, communication and internal coordination with the advisory team.
Requirements
- RR (Registered Representative) with IIROC/CIRO, or has just finished the CSC.
- Experience with clients/advisors (a client-facing role) .
- Language skills: English and Cantonese.
A degree from a university . - Should have knowledge in Microsoft technology.
- Should have self motivated, and company goals.
- Should have high communication and writing skills.
- Should respect other co-workers.
The ability to onboard clients and credential financial planners as an asset.
How to Apply?
You can find more information regarding this post here in the given link below. You can apply at Royal Bank of Canada using this link below.