Associate Advisor, Wealth Management

Job Description

What is the opportunity?

The RBC Dominion Securities (“RBC DS”) branch located in Uptown Waterloo is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support. Candidates must have at least 5-10 years of experience in the investment field.

What will you do?

• Provide world class client service to our valued clients

• Enhance the client relationship through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly

• Effective client communications (written and verbal), by phone, e-mail, and in-person

• Utilize contact management system for daily task management

• Investment research, analysis and analytics

• Back up on trade execution

• Support the IA by identifying and assisting growth of new business opportunities

• Assist in the development of the team’s investment strategy for clients

• Event planning

What do you need to succeed?

Must-have

• At least 5 years of experience in the investment field

• CIRO licensed as a Registered Representative (RR) (Canadian Securities Course/CSC, Conduct and Practices Handbook/CPH, Wealth Management Essentials/WME) or equivalent CIRO licensing courses (Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), conduct training and regulatory training requirements)

• Exceptional verbal and written English skills - excellent communicator over the telephone

• Bachelor’s degree from an accredited post secondary institution

• Attention to detail and strong organizational skills

• Ability to successfully multi-task and change priorities mid-stream, as required

• Advanced Microsoft Office skills (Word, Excel and PowerPoint)

• Legally able to work in Canada

• Role requires work from office

Nice to have

• Finance, economics or business degree

• Other professional of investment industry designations (such as CFP, etc)

What’s in it for you?

We thrive on the challenge to be our best, to keep growing, and working together to deliver trusted advice to help out 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 with competitive compensation

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.