At a Glance
- Tasks: Support clients and advisors in wealth management, while identifying new business opportunities.
- Company: Join RBC Dominion Securities, a leader in wealth management services.
- Benefits: Competitive salary, bonuses, flexible benefits, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on collaboration and innovation.
- Why this job: Make a real impact by helping clients thrive and communities prosper.
- Qualifications: Must be a Registered Representative with a university degree and strong client service skills.
The predicted salary is between 62100 - 75900 $ per year.
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.
What will you do?
- Respond to client account inquiries and remain accountable to follow up, as required.
- Help build and execute business plans, client segmentation, and client service plans.
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
- Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities.
- Execute trades and rebalance portfolios.
- Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
- Support advisory team and clients through the wealth management process.
- Help gather relevant information, coordinate activities with wealth management specialists, track progress, and follow up.
What do you need to succeed?
Must-have:
- Registered Representative (RR) with CIRO
- University degree
- Growth and goals-oriented mindset
- Mastery of the French language
- 4 years or more of professional experience within the investment industry
- Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly developed client service skills
Nice-to-have:
- Knowledge of the English language
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking 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 flexible benefits, competitive compensation, commissions, and stock where applicable
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to build close relationships with clients
Associate Advisor in Laval employer: RBC Dominion Securities Inc.
RBC Dominion Securities is an exceptional employer that fosters a collaborative and supportive culture, empowering employees to thrive in their roles as Associate Advisors. Located in Moncton, you will benefit from a comprehensive Total Rewards Program, ongoing professional growth opportunities, and the chance to work with a dynamic team dedicated to delivering trusted financial advice. Join us to make a meaningful impact on clients and communities while advancing your career in a top-ranked investment firm.
Contact Details:
RBC Dominion Securities Inc. Recruitment Team
