Associate Wealth Advisor

Royal Bank of Canada Voir toutes les offres

Belleville, ON
38.000-60.000 $ par an
Permanent
Temps-plein

Il y a 1 mois

Job DescriptionWhat is the opportunity?Lisa Thompson Private Wealth is a well-established and successful Wealth Management Practice in Belleville, Ontario. We have the privilege of serving an amazing group of high-net-worth families. We work hard, we treat clients the way we would like to be treated, and we don’t take our responsibility for granted. We genuinely care about making a real difference in the lives of our clients and we strive each and every day to make that happen.We are looking for an experienced, highly personable, growth-oriented individual to join our team. The candidate that will thrive in this role will be highly organized, service oriented, with a strong commitment to excellence. They will be coachable, comfortable taking initiative, finding solutions, and seeing things through to completion. They will enjoy working with clients and find satisfaction in playing an integral role in maintaining client relationships. If you are honest, humble, and hardworking with a desire to work on a team where going above and beyond is baseline, we want to hear from you. This unique role has the potential to evolve with and be somewhat shaped for the right candidate.As an Associate Wealth Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.What will you do?

Provide support in maintaining client relationships
Coordinate wealth planning services
Manage and follow-through on wealth planning solutions
Assist with financial planning
Liaise with clients, team members and partners to find solutions and see things through to completion
Coordinate support and services throughout the client journey
Support client education initiatives
Quarterback marketing initiatives
Provide occasional support with trading & rebalancing

What do you need to succeed?Must-have

Approval as a Registered Representative (RR) with CIRO
Canadian Investment Regulatory Exam, CIRE
Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
University degree
Exceptional written and verbal communication skills
Strong skills working with business applications/technology, including Microsoft Office Suite
Self-assured yet coachable
Personable, hardworking, self-starter
Excellent communicator (verbal & written)
Able to prioritize, multi-task and effectively manage multiple deadlines

Nice-to-have

3 years or more of professional experience within the investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills

What’s in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
Challenging work that will help you grow professionally
Ongoing opportunities to build close relationships with clients

Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress: 10 SOUTH FRONT ST:BELLEVILLECity: BellevilleCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-02-23Application Deadline: 2026-03-10Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveCompensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.Pay RangeThe expected pay range for this position is: $38,000.00- $60,000.00This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 1.5xRBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.Inclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Royal Bank of Canada

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