Royal Bank of Canada·25 days ago
25 days ago
Associate Advisor
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What you'll do
- provide proactive advice and support to clients
- help to deepen relationships and welcome new clients
- collaborate with the Investment Advisor team
- identify business opportunities
- support client acquisition
What they're looking for
- registered representative (rr) with iiroc
- canadian investment regulatory exam
- retail securities exam
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are recruiting an Associate Advisor to provide proactive advice and support to clients, helping to deepen relationships and welcome new clients. You will collaborate with the Investment Advisor team, identify business opportunities, and support client acquisition. Ideal candidates have professional investment experience and strong communication skills.
Skills
- registered representative (rr) with iiroc
- canadian investment regulatory exam
- retail securities exam
- investment management
- portfolio rebalancing
- client acquisition
- business planning
- client segmentation
- client service management
- investment research
- wealth management
- problem resolution
- relationship management
- analytical skills
- trading support
- documentation management
- business applications
- client needs analysis
- mandarin communication
Company
Royal Bank of Canada
Vancouver, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.