Associate Advisor
5 days ago
Join to apply for the Associate Advisor role at RBC Dominion Securities Opportunity The RBC Dominion Securities branch located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team. 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. Responsibilities Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post‑meeting work. Provide proactive client service with a problem‑resolution focus and attention to details. Respond to client account inquiries and remain accountable to follow‑up as required. Identify and execute opportunities among existing client base for asset consolidation, referrals, etc. Co‑manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities. Deepen existing relationships with Centers of Influence (COIs) through ongoing management. Trading and / or Portfolio Rebalancing. Conduct ongoing research on markets and investments, provide regular updates to the advisory team. Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up. Qualifications Must‑have Approval as a Registered Representative (RR) with IIROC. Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam. University degree. A self‑directed individual with a growth and goals‑oriented mindset. Exceptional written and verbal communication skills. Strong Microsoft Office skills. Nice‑to‑have 4 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. Benefits 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. Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors such as candidate experience, skills, registration status, performance, individual goals, market conditions, and business needs. The expected base salary range is $38,000 - $55,000. This position may be eligible for a discretionary/variable incentive payment up to 1.5x base salary. Job Skills: Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement. Additional Job Details Address: 2950 Glen Dr, Coquitlam, Canada City: Coquitlam Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2026-01-08 Application Deadline: 2026-01-31 RBC is an equal opportunity employer and is committed to fostering an inclusive workplace. This position is open to all qualified candidates regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or any other protected status. #J-18808-Ljbffr
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Associate Advisor
3 weeks ago
Coquitlam, Canada RBC Dominion Securities Full timeOverview The RBC Dominion Securities branch located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team. 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. Responsibilities Coordinate...
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Associate Advisor
2 weeks ago
Coquitlam, Canada Royal Bank of Canada Full time**What is the opportunity?** The RBC Dominion Securities branch located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team. 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...
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Associate Advisor
1 day ago
COQUITLAM, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? The RBC Dominion Securities branch located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team. 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...
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Coquitlam, Canada RBC Dominion Securities Full timeA leading investment firm in Coquitlam seeks an Associate Advisor to deepen client relationships and support the Investment Advisor. Responsibilities include coordinating meetings, client service, and executing business growth opportunities. Candidates must have a university degree, regulatory approvals, and strong communication skills. The role offers...
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Associate Advisor
2 weeks ago
Coquitlam, British Columbia, Canada RBC Full time $38,000 - $55,000Job DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team. 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...
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Associate Advisor
3 weeks ago
Port Coquitlam, Canada RBC Full timeThe RBC Dominion Securities branch located in Coquitlam is seeking an Associate Advisor to join a successful Advisory Team. 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?Coordinate meetings and...
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Coquitlam, Canada RBC Dominion Securities Full timeA leading financial services firm in Coquitlam is seeking an Associate Advisor to enhance client relationships and support the Investment Advisor. You will coordinate meetings, provide proactive client service, and identify new business opportunities. Ideal candidates will have a university degree, relevant certifications, and strong Microsoft Office skills....
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Administrative Assistant/associate
2 weeks ago
Coquitlam, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Coquitlam, BC...
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Auto Advisor
1 week ago
Coquitlam, Canada Insurance Brokers Association of BC Full timeOverview Auto Insurance Advisor Location: 901 Victoria Street, Prince George, BC Responsibilities Provide excellent customer service to our clients Build customer portfolios Cross-sell other products provided by Johnston Meier Insurance Agencies Group (JMIAG) Keep detailed notes on our Computer System at all times (Paperless Environment) Provide optional...
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Retail Sales Associate
1 week ago
Coquitlam, Canada Best Buy Full timeAre you passionate about working with people and technology? We are hiring immediately for a Sales Associate, which we call an Advisor at Best Buy. As a Sales Associate, you will be the face of Best Buy for everyone who visits our stores. No experience required, we will equip you with the skills and knowledge to confidently assist our customers. Join us...
