Associate Wealth Advisor
Royal Bank of Canada (RBC), Department of Wealth Management based in Montreal, QC is inviting applications from suitable candidates for the position of Associate Wealth Advisor. The Royal Bank of Canada (RBC), Department of Wealth Management offers tailored financial solutions to meet the diverse needs of individuals and families. The department provides comprehensive wealth management services. RBC’s Wealth Management Department in Montreal serves as a trusted partner, guiding clients toward financial success and security. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Royal Bank of Canada (RBC)
Department: Wealth Management
Position: Associate Wealth Advisor
No of Vacancies: 1
Salary: Salary is not mentioned, $35.00-$40.00 hourly estimated salary
Pay Type: Salaried
Employment Type: Regular Full time
Job Category: Sales and Advisory
Location: Montreal, QC, CA
Job Location: 1 PLACE VILLE MARIE:MONTRÉAL
Work hours/week: 37.5
Requisition ID/Job ID: R-0000081550
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should hold a university degree
Experience: Candidates should have 5 years of professional experience in the investment industry
Other Requirements:
- The candidates should be holders of a Registered Representative (RR) license with IIROC (i.e., CSC, CPH, and WME)
- The candidates should possess a financial planner diploma granted by the Institute of Financial Planning
- The candidates should be bilingual (English and French) to serve our clients in the community with English-speaking needs
- The candidates should demonstrate advanced proficiency in Microsoft 365 apps
- The candidates should exhibit meticulous attention to detail and strong problem-solving and analytical skills
Responsibilities:
- The candidates should be able to support the advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnaires
- The candidates should be able to prepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunities
- The candidates should be able to coordinate activities with wealth management and insurance specialists and in-branch consultants, including scheduling, tracking progress, and following up
- The candidates should be able to liaise with the branch management team for updates on and progress with wealth management initiatives
- The candidates should be able to coordinate meetings and events with clients and prospects, including helping determine agenda and key topics, preparing documentation, and executing post-meeting work
- The candidates should be able to provide proactive and high-end client service on the phone and in person, responding to client inquiries
- The candidates should be able to identify opportunities for new business as well as among the existing client base for asset consolidation or referrals
Benefits:
- The candidate will get a comprehensive Total Rewards Program
- The candidate will get bonuses and flexible benefits
- The candidate will get competitive compensation, including commissions
- The candidate will get stock options where applicable
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!