Investment Advisor Associate

3 weeks ago

Brantford, Ontario, Canada RBC Dominion Securities Inc. Full time
Job Title: Investment Advisor Associate

Job Summary:

We are seeking a highly skilled and motivated Investment Advisor Associate to join our team at RBC Dominion Securities Inc. As an Investment Advisor Associate, you will play a key role in providing exceptional client service and support to our advisory team.

Key Responsibilities:
  • Coordinate and prepare meetings for advisors with clients and prospects.
  • Provide proactive client service with a focus on problem resolution and attention to detail.
  • Respond to client inquiries and requests for information.
  • Assist with client onboarding and account management.
  • Help manage incoming communications from clients, advisors, and other internal and external partners.
  • Maintain accurate and up-to-date client files and documentation.
  • Support the advisor team with client communication and relationship-building activities.
Requirements:
  • Candidates must have a strong understanding of financial services and regulations.
  • Excellent communication and interpersonal skills are essential.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Proficiency in Microsoft Office Suite is required.
What We Offer:
  • A comprehensive total rewards program, including bonuses and flexible benefits.
  • Competitive compensation and commissions.
  • Opportunities for professional development and growth.
  • A dynamic and collaborative work environment.

About RBC Dominion Securities Inc.:

We are a leading financial services company dedicated to helping our clients achieve their financial goals. Our team is passionate about delivering exceptional service and building long-term relationships with our clients.

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