What is the opportunity?
The RBC Dominion Securities Thurlow branch is currently seeking an Associate Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisors. Identifying and assisting growth of new business opportunities will also be key.

What will you do?
•    Coordinate meetings and events for the Investment Advisors with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work
•    Provide proactive client service on the phone and in person, respond to client inquiries
•    Identify opportunities for new business as well as among existing client base for asset consolidation or referrals
•    Conduct ongoing research on markets and investments, providing regular updates to the advisory team
•    Review portfolios regularly and rebalance them with guidance from the advisory team
•    Make recommendations for changes, switches; track positions held; identify buy / sell opportunities; manage positions to be in line with models
•    Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up

What do you need to succeed?
Must-have
•    Approval as a Registered Representative (RR) with IIROC
•    Successful completion of the Wealth Management Essentials (WME) course
•    University degree
•    Exceptional written and verbal communication skills in English 
•    Strong Microsoft Office skills, especially Excel

Nice-to-have
•    4 years or more of professional experience within investment industry
•    Meticulous attention to detail and strong problem solving and analytical skills
•    Highly-developed client service skills
•    Working towards completion of CIM/CFA within 1year

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
•    Work in a dynamic, collaborative, progressive, and high-performing team
•    Opportunities to do challenging work
•    Opportunities to building close relationships with clients

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

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JOB SUMMARY
City:  Vancouver 
Address:  745 Thurlow Street, 20th Floor 
Work Hours/Week:  37.5 
Work Environment:  Office 
Employment Type:  Permanent 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salary + Variable Bonus 
Required Travel (%):  0-25 
Exempt/Non-Exempt:  N/A 
People Manager:  No