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What is the opportunity?
We are looking for an Associate Wealth Advisor to perform administrative functions related to non-managed client accounts and to investigate and follow up on client inquiries. The incumbent will help execute a comprehensive wealth management approach in his/her IA’s practice.
What will you do?Perform administrative functionsHelp the Investment Advisor prepare for upcoming meetings with existing and potential clientsInput and follow up on client orders (non-managed accounts)Coordinate and follow up on financial plans and insurance plansManage the team’s marketing material and organize marketing activitiesManage the team’s website and the Investment Advisor’s LinkedIn profile
What do you need to succeed?
Must-haveStrong written and verbal communication skills in English and FrenchKnowledge of RBC DS’ systemsStrong attention to detail and excellent time-management skillsHold the Associate Wealth Advisor title or obtain it within a reasonable timeframeIIROC registration
Nice-to-haveIn order to obtain the Associate Wealth Advisor title; the individual must have completed any one of the following academic courses / designations:
Certified Financial Planner designation, orFinancial Planner designation (from the Institut québécois de planification financière), orCertified Strategic Wealth Professional (CSWP), orDS Training & Practice Management course “Wealth Management for Associates”
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.Opportunity to work with a very successful team in Montreal Opportunities to do challenging workAbility to make a difference and lasting impact
Diversity 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 or any other legally-protected factors.
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Address: 1000 De la Gauchetière
Work Hours/Week: 37.5
Work Environment: Branch
Career Level: Experienced Hire/Professional
Job Posting End Date: 04/10/2016
Req ID: 109641
Posting Notes: SF:EFC; SF:JB
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