Associate Advisor Jobs

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Associate Advisor

What is the opportunity?

The RBC Dominion Securities branch located in North York is seeking a Senior Associate Advisor to join a large high performing Advisory Team. You will deepen client relationships by offering sound advice and support to clients as well as the Investment Advisor. You will also play a key role in identifying and assisting growth of new business opportunities.

What will you do?

• Provide investment advice and wealth planning to clients.
• Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
• Deepen existing relationships with Centers of Influence (COIs).
• Respond to client account inquiries and remain accountable to follow-up, as required
• Support the trading and / or portfolio rebalancing function.
• Identify and execute opportunities among existing client base for asset consolidation, referrals to COIs and wealth planning needs.
• Relationship manage a segment of the Investment Advisor’s book.
• Support the advisory team and clients through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.
• Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
• Coordinate meetings and events for yourself and the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.
• Regularly review research on markets and investments, provide regular updates to the advisory team.
• Help build and execute business plans, client segmentation, and client service plans.

What do you need to succeed?

Must Have

• A self-directed individual with a growth and goals-oriented mindset
• University degree
• Exceptional written and verbal communication skills
• The desire to work on a large team
• At least two years of client relationship/advisory responsibility
• Strong Microsoft Office skills
• Fluency in Cantonese
• Currently Registered Representative (RR) licensed with IIROC / CIRO, or successful completion of CSC within last two years.

Nice to have

• Financial planning accreditations
• The ability to onboard your own clients

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.

• Challenging work
• Prestige
• Financial strength and a strong brand
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Management that supports your work and progression
• Variety of assignments

Job Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

2024 CFO - Winter Financial Analyst, Wholesale Financial Control Student (8 Months)

What will you do?

• Provide meaningful analysis of financial results to ensure accurate external reporting, including MD&A, B/S, P&L, Note disclosures, regulatory reporting & supplemental formats.
• Identify opportunities to improve and streamline current processes.
• Support Wholesale Finance Control teams in month-end and quarter-end financial reporting processes through journal entry booking and disclosure template submissions.
• Participate in the monthly review process to ensure financial controls are in place and the appropriate reconciliations are completed.
• Participate in other ad-hoc projects as directed by reporting manager.

What do you need to succeed?

Must-have

• Currently enrolled in a Canadian post-secondary institution with a focus in finance, accounting, business, commerce or a related discipline.
• Leadership acumen and a passion to apply it in a dynamic business environment
• Creative and analytical thinker who is self-driven and capable of working in a fast paced environment
• Excellent interpersonal and highly developed communication skills (verbal and written)
• Currently enrolled in a recognized co-op program and eligible to complete a 8 month work term from January 2024 to August 2024 or otherwise available to work during the same period.
• Able to work effectively and reliably under pressure
• Excellent MS Office skills – Word, Outlook, Excel and PowerPoint

Nice-to-have

• Experience or understanding of financial analysis and financial reporting
• Previous experience working at RBC or in a financial environment

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.
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work and make a difference
• Ability to make a difference and lasting impact
• Opportunities to building close relationships
• Leaders who support your development through coaching and managing opportunities

Job Summary

What is the opportunity?

Are you interested in the opportunity to work as a Financial Analyst Student and join Wholesale Financial Control as a Winter-Summer 2024 student? This role will provide an opportunity to learn about various lines of business within Capital Markets such as Corporate Lending, Fixed Income Currencies & Commodities, Central Funding, and Treasury Services.

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Office of the CFO

Job Type:

Student/Coop (Fixed Term)

Pay Type:

Salaried

Posted Date:

2023-08-23

Application Deadline:

2023-09-30

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.

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 rbc.com/careers.