Associate Advisor - RBC, Calgary

Responsibilities

As an Associate Advisor at RBC Dominion Securities in Calgary, you will work closely with an Investment Advisor team to provide proactive advice and support, deepen existing client relationships, welcome new clients, and help grow the wealth management business.

• Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for clients and prospects, including determining agendas, preparing documentation, executing post-meeting work, and attending client meetings when required.
• Assist customers in the development of investment strategies and selecting the best products to support such strategies.
• Support cross-sells of banking services and counsel customers on financial matters and investment instruments.
• Expand existing relationships and develop new customer relationships through prospecting, networking, and referrals.
• Establish individual financial plans and help customers build investment portfolios, including stocks, bonds, and mutual funds, based on financial needs and objectives.

Who we're looking for

The Calgary South branch is seeking talented, self-directed individuals with a growth- and goals-oriented mindset who possess specific professional qualifications.

• Approval as a Registered Representative with CIRO
• Successful completion of the Wealth Management Essentials course or Investment Management Techniques
• University degree
• Exceptional written and verbal communication skills in English
• Strong skills working with business applications and technology, including Microsoft Office Suite
• 4 years or more of professional experience within the investment industry (nice-to-have)
• Meticulous attention to detail and strong problem solving and analytical skills (nice-to-have)
• Highly developed client service skills (nice-to-have)

About the employer

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. Guided by shared values of Client First, Integrity, Collaboration, Respect, and Excellence, the organization is committed to helping clients thrive and communities prosper through an inclusive workplace.

What's on offer

RBC offers a supportive environment designed to help you reach your potential, make a difference, and achieve mutual success.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients