.
What is the opportunity?
The Langill Wealth Management Group of RBC Dominion Securities is looking for an Associate Advisor to join their team of 9 professionals. The team shares a passion for understanding a client’s specific needs and looking after all aspects of their financial well-being. The role is to assist in maintaining, developing and growing the business by providing their clients with exceptional service in Toronto, ON. The successful candidate should have at least 5 years of industry experience and be a licensed Investment Representative.
What will you do?
- Deliver a superior client experience in assisting clients with day to day requests and ongoing proactive service calls.
- Act as key contact for clients with respect to all service related issues.
- Assist with day to day portfolio review, asset allocation rebalancing and executing and monitoring trades as directed by the Portfolio Manager.
- Liase with clients on portfolio updates/reviews.
- Utilize internal reports to proactively look for opportunities within portfolios
What do you need to succeed?
Must-have
- Post-secondary education
- A minimum of 5 years of experience in an Associate role or an equivalent role within the industry
- Excellent client service skills
- Strong written and communication skills
- Strong Microsoft Office and Excel skills
- Must be licensed at minimum by IIROC as an Investment Representative (IR)
- A strong understanding of equity and fixed income markets
- Experience entering and monitoring equity & fixed income orders
Nice-to-have
- Completion of CFA level 1 or 2
- Excellent understanding of fixed income investments, particularly preferred shares
- Excellent understanding of North American equity markets
- Excellent understanding of mutual funds
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
About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We employ approximately 78,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 39 other countries. For more information, please visit rbc.com .
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. It’s easy! Join our Talent Community and get the inside scoop on the jobs, career paths, and recruitment events that matter to you.
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
JOB SUMMARY
City: Toronto
Address: Toronto
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Commission
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 08/08/2016
Req ID: 117464
Posting Notes: None
0 comments:
Post a Comment