Associate Wealth Advisor

What is the opportunity?

The RBC Dominion Securities branch located in Kelowna, BC is seeking an Associate Wealth Advisor to join a high performing Advisory Team. You will develop and implement the teams wealth management strategy for clients.

What will you do?

• Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.
• Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client account inquiries and remain accountable to follow-up, as required.
• Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
• Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
• Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.

What do you need to succeed?

Must-have

• Approval as a Registered Representative (RR) with IIROC
• Successful completion of the Wealth Management Essentials (WME) course
• University degree
• A self-directed individual with a growth and goals-oriented mindset
• Exceptional written and verbal communication skills.

Nice-to-have

• 4 years or more of professional experience within investment industry
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly-developed client service skills

Whats 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
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

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

You have the potential to earn considerably more through RBCs robust discretionary bonus

program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBCs 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 RBCs high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

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