19 Oct
|
Cuso International
|
British Columbia
19 Oct
Cuso International
British Columbia
Job Description
What is the opportunity? 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. Candidates must have at least 4 years of experience in the investment field and work as a licensed Registered Representative (RR) with an IIROC firm. What will you do?
Provide world class client service to our valued clients
Enhance the client relationship though executing the investment & wealth strategies of the PM as well as engaging the financial planning and other wealth management resources of RBC DS
Assist in the development of the team’s investment strategy for clients
Investment research & analysis and executing trades within client accounts
Support the PM by identifying and assisting growth of new business opportunities
Utilize contact management system for daily task management
What do you need to succeed? Must-have
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
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? We thrive on the challenge to be our best, to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and versatile 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.RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement Additional Job Details
Address:
City:
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Posted Date:
2026-10-07
Application Deadline:
2026-11-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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📌 Communications Advisor - Spanish Required (British Columbia)
🏢 Cuso International
📍 British Columbia