Join RBC Dominion Securities as a Wealth Management Associate Advisor in Sherbrooke, Canada. Support the investment team while providing exceptional service to clients and managing growth opportunities.
As an Associate Advisor, you will deepen relationships with a sophisticated clientele and assist the Investment Advisor. Your role encompasses executing trades, conducting market research, and helping with business plans to enhance client experiences.
Key Responsibilities:
- Respond to client inquiries and ensure follow-up
- Assist in building client segmentation and service plans
- Identify opportunities for asset consolidation and referrals
- Comanage client acquisition and close new opportunities
- Provide regular market updates to the advisory team
Requirements:
- Registered Representative (RR) with CIRO
- University degree with 4+ years investment experience
- Bilingual in English and French
- Strong knowledge of Microsoft 365 apps
- Exceptional client service and analytical skills
Bring your expertise and client focus to RBC in Sherbrooke, where your skills will help shape client financial journeys.
Wealth Management Associate Advisor at RBC in Sherbrooke employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
