Associate Advisor
1 month ago
RBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. As a key member of our Wealth Management team, you will play a critical role in supporting our Investment Advisors and clients in achieving their financial goals.
Key Responsibilities- Support the Investment Management Operations and Wealth Management Strategy by providing recommendations and solutions to clients and prospects.
- Coordinate meetings and events for the Investment Advisor, including determining agendas, preparing documentation, and executing post-meeting work.
- Attend client meetings and execute post-meeting follow-up to ensure client satisfaction.
- Provide proactive client service with a problem-resolution focus and attention to detail.
- Support the administrative functions of the advisory team, including new client acquisition and account inquiries.
- Help build and execute business plans, client segmentation, and client service plans.
- Identify and execute opportunities among existing clients for asset consolidation, referrals, and other growth initiatives.
- Co-manage the client acquisition pipeline, working with the advisory team to close new opportunities.
- Maintain an audit of Wealth Management activities and priorities.
- Completion of the CSC and CPH certifications.
- Exceptional written and verbal communication skills.
- Strong skills working with business applications and technology, including Microsoft Office Suite.
- Successful completion of the Wealth Management Essentials (WME) course and approval as a Registered Representative (RR) with IIROC.
- 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.
- 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.
RBC Dominion Securities Inc. is an equal opportunities employer and welcomes applications from diverse candidates. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
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4 weeks ago
Toronto, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate Wealth Advisor & Financial Planner to join our team in Vancouver.Key ResponsibilitiesProvide personalized financial planning advice and wealth management strategies to high-net-worth clientsCollaborate with portfolio managers and wealth...
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4 weeks ago
Toronto, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate Wealth Advisor & Financial Planner to join our team in Vancouver.Key ResponsibilitiesProvide personalized financial planning advice and wealth management strategies to high-net-worth clientsCollaborate with portfolio managers and wealth...
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Wealth Advisor Associate
4 weeks ago
Toronto, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate Wealth Advisor & Financial Planner to join our team in Vancouver.Key ResponsibilitiesProvide personalized financial planning advice and wealth management strategies to high-net-worth clientsCollaborate with portfolio managers and wealth...
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Wealth Advisor Associate
4 weeks ago
Toronto, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate Wealth Advisor & Financial Planner to join our team in Vancouver.Key ResponsibilitiesProvide personalized financial planning advice and wealth management strategies to high-net-worth clientsCollaborate with portfolio managers and wealth...
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Toronto, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate Wealth Advisor & Financial Planner to join our team in Vancouver.Key ResponsibilitiesProvide personalized financial planning advice and wealth management strategies to high-net-worth clientsCollaborate with portfolio managers and wealth...
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Wealth Advisor Associate
3 weeks ago
Toronto, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate Wealth Advisor & Financial Planner to join our team in Vancouver.Key ResponsibilitiesProvide personalized financial planning advice and wealth management strategies to high-net-worth clientsCollaborate with portfolio managers and wealth...