Associate Insurance Advisor Jobs in St Catharines, ON

Job Description

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

About the Opportunity

Join the Lostracco Wealth Management team of RBC Dominion Securities in Niagara Falls, ON, as an Associate Advisor. You will become part of a Chairman's Council team-recognized among the top 30 in the country-managing a client portfolio with over $1 billion in assets under administration.

Your Role

As the primary relationship manager for 100-150 high net-worth individuals, you will work alongside the Investment Advisor team to provide proactive advice and support tailored to our most valued clients. You will be responsible for deepening existing relationships, welcoming new clients to the firm, identifying growth opportunities, and helping expand our thriving business. This is a key and exciting opportunity to make a meaningful impact within a premier wealth management practice.

What will you do?

• Provide world class client service to our valued clients
• Manage and enhance client relationships through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly
• Effective client communications (written and verbal), by phone, e-mail, and in-person
• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
• Help build and execute business plans, Wealth Management objectives and client service plans.
• Support the IA by identifying and assisting growth of new business opportunities
• Event planning

What do you need to succeed?
Must-have

• 5-10 years of experience in the investment field.
• University degree
• Exceptional written and verbal communication skills
• Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

• Approval as a Registered Representative with CIRO
• Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
• Insurance License (LLQP) or required within 12 months
• CFP
• 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

Additional Job Details

Address:

City:

Country:

Work hours/week:

Employment Type:

Platform:

Job Type:

Pay Type:

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation 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 Range

The expected pay range for this position is:

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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.

Join our Talent Community

Stay 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 jobs.rbc.com.

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.