Wealth Management Associate

23 hours ago

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

RBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as an Associate Advisor. This role is a fantastic opportunity to develop and implement wealth management strategies for clients, working closely with our experienced advisory team.

Key Responsibilities
  • Coordinate meetings and events for the Investment Advisor with clients and prospects, ensuring seamless execution and follow-up.
  • Provide exceptional client service, resolving issues promptly and maintaining attention to detail.
  • Respond to client account inquiries, ensuring timely and accurate responses.
  • Contribute to business planning, client segmentation, and client service plans, driving growth and retention.
  • Identify and execute opportunities for asset consolidation, referrals, and client acquisition.
  • Support the advisory team and clients throughout the wealth management process, gathering information, coordinating activities, and tracking progress.
Requirements
  • Approval as a Registered Representative (RR) with CIRO.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
  • University degree.
  • 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, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Opportunities to work in a dynamic, collaborative, progressive, and high-performing team.
  • Challenging work and opportunities to build close relationships with clients.
About Us

RBC Dominion Securities Inc. is a leading financial services company, committed to delivering trusted advice and helping our clients thrive and communities prosper. We value diversity, inclusion, and equal opportunity employment, and strive to create an accessible candidate experience for all prospective employees.

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