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Royal Bank of Canada

Global banking, wealth management, and insurance

Associate Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeVancouver, BC, CanadaCA$38k - CA$60k

About the Job

Requirements

  • At least 4 years of experience in the investment field working as an Associate Investment Advisor, Associate Advisor, Registered Representative, or Associate.
  • IIROC licensed as a Registered Representative (RR).
  • Exceptional verbal and written English skills and the ability to communicate effectively over the telephone.
  • Bachelor's Degree from a recognized university.
  • Successful completion of at least the CFA Level 1 exam.
  • Attention to detail and strong organizational skills.
  • Ability to successfully multitask and change priorities as required.
  • Advanced Microsoft Office skills, including Word, Excel, and PowerPoint.
  • Legally able to work in Canada.
  • Willingness to work on-site full time.
  • Resident of the Vancouver, Canada area.

Responsibilities

  • Provide client service to clients.
  • Enhance client relationships by executing the Portfolio Manager's investment and wealth strategies and engaging financial planning and other wealth management resources.
  • Assist in developing the team's investment strategy for clients.
  • Conduct investment research and analysis and execute trades within client accounts.
  • Support the Portfolio Manager by identifying and assisting with the growth of new business opportunities.
  • Use the contact management system for daily task management.

Desired Qualifications

  • Verbal and written Hebrew skills.
  • Other professional or investment industry designations, such as CIM or CFP.
  • Options-licensed with IIROC.
  • Insurance-licensed with the Insurance Council of British Columbia.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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