Wealth Management Associate

1 month ago


Waterloo, Ontario, Canada RBC Dominion Securities Inc. Full time

Job Opportunity:

RBC Dominion Securities Inc. is seeking a skilled Wealth Management Associate to join their team. As a key member of the advisory team, you will be responsible for developing and implementing wealth management strategies for clients.

Key Responsibilities:

  • Coordinate meetings and events for the Investment Advisor with clients and prospects.
  • Provide proactive client service with a problem-resolution focus and attention to details.
  • Respond to client account inquiries and remain accountable for follow-up.
  • 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.
  • 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.
  • Support advisory team and client through the Wealth Management process.

Requirements:

  • Approval as a Registered Representative (RR) with CIRO.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
  • University degree.
  • A self-directed individual with a growth and goals-oriented mindset.
  • Exceptional written and verbal communication skills in English.

What We Offer:

  • 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.

About RBC Dominion Securities Inc.:

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.



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