Associate Wealth Management

Job Description

What is the opportunity? The RBC Dominion Securities Ambleside branch located in West Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. What will you do?

• Team lead, co-ordinate, execute, follow up team’s WM & Insurance strategy, includes diary system to ensure timely update of financial plans, will & estate reviews etc.
• Support the advisor as needed with WM discussions and meetings with his list of clients
• Complete myGPS plans for clients of team, includes information gathering, input and joint or individual presentations
• Attend all meetings with WM professionals and clients of team, taking notes and leading post-meeting debrief with WM professionals, ensuring there is clarity on next steps, accountabilities and timelines
• Assist the advisor with relationship Management of his list of clients as needed
• Portfolio review prep for assigned list of clients and review planned recommendations / changes with the advisor prior to discussions with clients
• Assist the advisor with marketing and profiling the North Shore Wealth Management Value Proposition
• Growth of assigned client relationships (asset consolidation / monetization, referrals, additional family members etc.)
• Maintain and update Opportunities list for all Clients and prospects
• Keep up to date on client onboarding systems and other administrative systems to provide vacation coverage if needed for the Senior Administrator for the Advisor.

What do you need to succeed? Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• 2-5 years securities industry experience
• Strong Microsoft Office Suite skills
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication skills

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures

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
• 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
• A world-class training program in financial service

The expected base salary range for this particular position is $55,000 - $65,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details

Address :

1300 MARINE DR, FLOOR 2 : WEST VANCOUVER

City : WEST VANCOUVER

WEST VANCOUVER

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform : Wealth Management

Wealth Management

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2024-06-03

2024-06-03

Application Deadline :

2024-07-01

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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