Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Courtenay, BC is seeking an Associate Advisor to join a successful Advisory Team.

As an Associate Wealth Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?Use your expertise in the financial services to collaborate with an investment advisor in organizing and facilitating meetings and events for clients and prospects. With a strong understanding of the business and client needs, you will play a key role in shaping agendas, identifying essential discussion topics, preparing documentation, handling post-meeting follow-ups, and attending client meetings as needed.Support your advisory team with new client acquisition.Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutionsCoordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.Provide bespoke financial planning advice and wealth management strategies.Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.Use proprietary software to prepare financial plans.

What do you need to succeed?Must-haveAt least 3 years of relevant investment industry experienceApproval as a Registered Representative (RR) with CIROSuccessful completion of the Canadian Securities Course/University degreeA self-directed individual with a growth and goals-oriented mindsetExceptional written and verbal communication skills in EnglishMeticulous attention to detail and strong problem solving and analytical skillsCIM / FMA designations, an assetSalesforce experience an asset

What’s in it for you?

We thrive on the challenge of continuous improvement, embracing progressive thinking to foster growth and collaboration. Our commitment is to deliver trusted advice that empowers our clients to succeed and strengthens the communities we serve. We prioritize mutual success, valuing teamwork, shared achievements, and meaningful contributions to our society.

As part of our team you, you will benefit from:

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock options where applicable.A dynamic, collaborative, and high-performing work environment that encourages innovation and professional growth.Exciting and challenging opportunities to expand your skills and expertise.The chance to build meaningful relationships with clients and make a lasting impact.

The expected base compensation range for this role is $38,000 - $55,000 depending on your experience, skills, designations, registration status, market conditions and business needs.

Additionally, you have the potential to earn significantly more through our robust discretionary bonus program. This program offers you the opportunity to enhance your total compensation, provided business performance targets are met and you achieve 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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

777 FITZGERALD AVE:COURTENAY

City:

COURTENAY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-03-04

Application Deadline:

2025-03-29

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

Inclusion 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.
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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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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.