Wealth Management Associate
1 month ago
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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