Royal Bank of Canada·16 days ago
16 days ago
Associate Advisor
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What you'll do
- Provide expert wealth management advice to a sophisticated client base
- Support client relationships
- Identify business opportunities
- Execute trades and rebalances
What they're looking for
- registered representative (rr) with ciro
- wealth management experience
- bilingualism (english and french)
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are currently hiring a Associate Advisor to provide expert wealth management advice to a sophisticated client base. You will support client relationships, identify business opportunities, and execute trades and rebalances. Ideal candidates have significant investment industry experience and strong client service skills.
Skills
- registered representative (rr) with ciro
- wealth management
- bilingualism (english and french)
- portfolio management
- client acquisition
- business development
- investment research
- microsoft 365
- client segmentation
- client service planning
- trade execution
- portfolio rebalancing
- analytical skills
- problem solving
- client relationship management
- consultative selling
- market research
- team collaboration
Company
Royal Bank of Canada
POINTE, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.