Data by YubHub
Associate Advisor
RBC Dominion Securities Inc.
Sponsorship not confirmed
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About the job
The RBC Dominion Securities Inc. (“RBC DS”) Branch located in downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth management advice. Responsibilities Provide world-class client service to valued clients Enhance client relationships by executing investment & wealth strategies of the PM and engaging financial planning and other wealth management resources of RBC DS Assist in developing the team’s investment strategy for clients Conduct investment research & analysis and execute trades within client accounts Support the PM by identifying and assisting in the growth of new business opportunities Utilize a contact management system for daily task management Requirements At least 4 years of experience in the investment field working as an Associate Investment Advisor or Associate Advisor or Registered Representative or Associate IIROC licensed as a Registered Representative (RR) Exceptional verbal and written English skills – excellent communicator over the telephone Bachelor’s Degree from a recognized university Successful completion of at least CFA Level 1 exam Attention to detail and strong organizational skills Ability to successfully multi-task and change priorities mid-stream, as required Advanced Microsoft Office skills (Word, Excel and PowerPoint) Legally able to work in Canada Willingness to work on-site full-time Vancouver, Canada area resident Nice-to-have Verbal and written Hebrew skills Other Professional or Investment Industry Designations (such as CIM or CFP, etc.) Options-Licensed with IIROC Insurance-Licensed with Insurance Council of British Columbia What’s in it for you? A comprehensive Total Rewards Program including bonuses and flexible benefits with competitive compensation 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 The expected base salary range for this position is $38,000 - $60,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary. Job Data by YubHub .
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