# Associate Advisor

**Company**: RBC Dominion Securities Inc.
**Location**: Vancouver, British Columbia
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Salary**: $38,000 - $60,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Associate-Advisor_R-0000189817?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/associate-advisor-c5460a60-b9d/

## Description

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.

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## Skills

### Required
- Customer Service
- Customer Service Management
- Decision Making
- Interpersonal Relationship Management
- Investment Management
- Investment Performance Measurement
- Microsoft Office
- Hebrew

### Nice to have
- CIM
- CFP
- Options-Licensed with IIROC
- Insurance-Licensed with Insurance Council of British Columbia

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Associate-Advisor_R-0000189817?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)