Associate Advisor

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.