Current jobs related to Associate Advisor - Waterloo, Ontario - RBC Dominion Securities Inc.

  • Beauty Advisor

    3 weeks ago

    Waterloo, Ontario, Canada Sephora Full time

    Job ID: 262028Location: ON-Conestoga (0872)Address: 550 King Street North Unit C13A, Waterloo, ON N2L 5W6, Canada (CA)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Part TimePosition Type: RegularWho we are behind the stripes:Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury...

  • Beauty Advisor

    4 days ago

    Waterloo, Ontario, Canada Sephora Part time

    Job ID: 262028 Location: ON-Conestoga (0872) Address: 550 King Street North Unit C13A, Waterloo, ON N2L 5W6, Canada (CA) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time: Part Time Position Type: Regular Who we are behind the stripes: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by...

  • Retail Associate

    3 weeks ago

    Waterloo, Ontario, Canada Aritzia Full time

    Retail Associate - ConestogaApply for locations: Waterloo, ON, Canada (Conestoga)Time type: Part timePosted on: Posted 25 Days AgoJob requisition ID: R0016882THE TEAM The mission of the Retail team is to deliver world-class client experiences.THE OPPORTUNITY Your future starts now. Join our high-performance Retail team as we deliver Everyday Luxury to the...

  • Wealth Management Advisor

    45 minutes ago

    Waterloo, Ontario, Canada MAC LLP Full time

    WEALTH MANAGEMENT ADVISORMAC LLP is a full-service public accounting firm in Waterloo Region that has been in business for over 30 years. We deliver services to a wide range of clients including owner-managed businesses, not-for-profit organizations, charities, social housing, and individuals, and pride ourselves on our ability to do so in a way that is both...

  • PIA Client Service Associate

    4 weeks ago

    Waterloo, Ontario, Canada TD Bank Full time

    Associé, Service à la clientèle, CPPLieu de travail: CanadaHoraire: 37.5Secteur d'activité: Gestion de patrimoine TDDétails de la rémunération: Nous avons à cœur d'offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre...

  • Inside Sales Associate CosmoProf 07505

    5 days ago

    Waterloo, Ontario, Canada Sally Beauty Holdings, Inc. Full time

    By working at Cosmoprof Canada, you would be part of the largest hair and beauty supplier in the world, and we are on a mission to empower our customers to express themselves through hair – and we need passionate and talented people to make this happen"At Sally Beauty Holdings, we find beauty in diversity. Our inclusivity and self-expression are what fuel...

  • Associate Branch Director

    4 days ago

    Waterloo, Ontario, Canada RBC - Royal Bank Full time

    Job Summary Job DescriptionWhat is the Opportunity?With C$500 billion in assets under administration, RBC Dominion Securities is Canadian's leading in wealth management firm. While investment management is the core offering, our 1,800 investment professionals also provide a full scope of wealth planning services, to help our clients preserve, grow and...

  • Associate full stack software engineer

    3 hours ago

    Waterloo, Ontario, Canada Société Financière Manuvie Full time

    The Individual Insurance Offer Team is a diverse and close-knit team. We are responsible for building new features and maintaining our web-based platform that generates Illustrations and Digital Dynamic Applications. Our goal is to improve the advisor and client experience to ensure that our customers continue to have the tools they need to succeed.We are...

  • 07505 Inside Sales

    14 hours ago

    Waterloo, Ontario, Canada CosmoProf Full time

    Job Description Job Description OverviewCOSMOPROF SALES ASSOCIATE:Job Description: By working at Cosmoprof, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair – and we need passionate and talented people to make this happenThe Sales Associate/Beauty...

  • Tire Technician

    2 days ago

    Waterloo, Ontario, Canada Tirecraft Full time

    Tire Technician (Passenger Light Truck) Waterloo Tirecraft, Waterloo Tirecraft is a proudly Canadian owned and operated expert in tires and automotive services.Tire technicians require technical expertise, problem-solving skills, attention to detail, and a strong understanding of automotive systems and components.PLT technicians play a crucial role in...

  • Wealth Planning Consultant, Private Wealth

    4 days ago

    Waterloo, Ontario, Canada BMO Full time

    Application Deadline:04/10/2025Address:20 Erb Street West Job Family Group:Wealth Sales & ServiceProvides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused...

  • Branch Administrator

    4 weeks ago

    Waterloo, Ontario, Canada Raymond James Financial Full time

    Job Description - Branch Administrator (2403917)Branch Administrator - 2403917At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth...

  • 07505 Inside Sales

    4 weeks ago

    Waterloo, Ontario, Canada Sally Beauty Holdings, Inc. Full time

    Job Description: By working at Cosmoprof, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair – and we need passionate and talented people to make this happenThe Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable...

  • Customer Outreach Specialist

    4 days ago

    Waterloo, Ontario, Canada Power TakeOff, Inc. Full time

    Power TakeOff is a software and implementation company driven by making an environmental impact by helping business customers reduce their energy consumption. Since its founding in 2007, Power TakeOff's products and services have centered around the use of interval electric data to help the business market better understand and reduce their usage and to use...

  • Manager, Regulatory Compliance Management, Global Compliance Operations

    4 weeks ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Regulatory Compliance Management, Global Compliance OperationsManager, Regulatory Compliance Management, Global Compliance OperationsApply locations Toronto, Ontario Waterloo, Ontario time type Full time posted on Posted 4 Days Ago job requisition id JR00104098You are as unique as your background, experience and point of view. Here, you'll be...

  • Account Executive

    4 weeks ago

    Waterloo, Ontario, Canada AltaML Full time

    About Us:AltaML is a leading North American applied AI company with extensive experience in building and operationalizing AI software solutions in 3 forms: The Services we offer, the Reusable IP that allows us to build faster, and the product solutions we develop through our Venture Studio. Together, this forms our business model and allows us to truly...

  • Sales Associate/beauty Advisor

    1 week ago

    Waterloo, Canada Sally Beauty Full time

    By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair - and we need passionate and talented people to make this happen!! The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping...

  • Sales Associate/beauty Advisor

    6 days ago

    Waterloo, Canada Sally Beauty Full time

    By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair - and we need passionate and talented people to make this happen!! The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping...

  • Sales Associate/beauty Advisor

    1 day ago

    Waterloo, Canada Sally Beauty Full time

    By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair - and we need passionate and talented people to make this happen!! The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping...

  • Undergraduate Coordinator/advisor

    2 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 6 months** The Undergraduate Coordinator and Advisor, advises undergraduate students in the department. In partnership with other members of the department, they are responsible for the effective administration of the department’s undergraduate programs and for enhancing student success through appropriate advisement and support. The...

  • Undergraduate Advisor/coordinator

    2 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 Year** The Undergraduate Advisor/Coordinator (Advisor) enhances the quality of the undergraduate student experience in Electrical and Computer Engineering (ECE), and is a key contributor to student success. To this end, the Advisor directly participates in ECE’s initiatives to improve retention rates and fourth year graduation rates....

  • Undergraduate Advisor

    2 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 22 months** The Undergraduate Advisor provides academic advice to undergraduate students enrolled in Computer Science courses from all Faculties and from other universities. This position serves as a resource for and supports officers and members of the School of Computer Science in areas of policy and...

  • Scotiamcleod Administrative Associate

    1 week ago

    Waterloo, Canada Scotiabank Full time

    Requisition ID: 156353 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Career Advisor

    1 week ago

    Waterloo, Canada University of Waterloo Full time

    Overview: Career Advisors support students and/or alumni to identify and achieve their career and employment goals. They help them to identify their values, needs and skills and use this information to seek out, engage in, and extract meaning from a wide variety of experiences. Each career advisor tends to work closely with a particular group of learners,...

  • Career Advisor

    2 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 2 years** Career Advisors support students and/or alumni to identify and achieve their career and employment goals. They help them to identify their values, needs and skills and use this information to seek out, engage in, and extract meaning from a wide variety of experiences. Each career advisor tends to work closely with a particular...

  • Career Advisor

    2 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 2 Years** Career Advisors support students and/or alumni to identify and achieve their career and employment goals. They help them to identify their values, needs and skills and use this information to seek out, engage in, and extract meaning from a wide variety of experiences. Each career advisor tends to work closely with a particular...

  • Undergraduate Advisor and Program Administrator

    2 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview: The Undergraduate Advisor and Program Administrator provides advice and guidance to undergraduate students and is responsible for the operation of the Geography and Environmental Management undergraduate programs, in a manner consistent with the department’s goals and objectives. The position provides administrative support to the Department...

  • Beauty Advisor

    2 weeks ago

    Waterloo, Canada Sephora Full time

    **Job ID**: 247676 **Location**: ON-Conestoga (0872) **Address**: 550 King Street North Unit C13A, Waterloo, ON N2L 5W6, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s...

  • Associate Financial Advisor

    1 week ago

    Waterloo, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Contracting and Licensing Associate

    4 days ago

    Waterloo, Canada FaithLife Financial Full time

    Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from...

  • Administrative Coordinator and Advisor

    2 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview: The Administrative Coordinator and Advisor, Undergraduate Studies, organizes and administers academic services for the French Studies undergraduate program and provides advice and support to undergraduate students, including enhancing student success. The position provides bilingual (French and English) administrative support to the Associate...

  • Undergraduate Advisor

    2 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 Year** This position is responsible for the advisement and administration of the undergraduate programs within the department of Mechanical and Mechatronics Engineering (MME). In addition, this position deals with academic matters and assists with recruitment and outreach events. **Responsibilities**: Academic Advising and Student...

  • Undergrad Program Coordinator and Advisor'

    2 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 1 Year** The Undergraduate (UG) Program Coordinator and Advisor enhances the quality of the undergrad student experience, and is a key contributor to student success, ensuring the delivery of academic and administrative services to undergraduate students. This includes responsibility for the smooth and efficient operation of the...

  • Graduate Coordinator and Advisor

    2 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview: The Graduate Program Coordinator and Advisor administers academic services and advises English Language and Literature graduate students. The position is responsible for providing effective administrative support to the Associate Chair, Graduate Studies, occasional administrative support to the Chair, and general support to faculty and sessional...

  • Wireless Sales Associate

    2 weeks ago

    Waterloo, Canada The Mobile Shop Full time

    **The Mobile Shop Careers - Sales Associate** **NEW** For an instant interview between 10am - 9pm EST, click here** **or visit the Careers page on our website. Open the chat bubble on the bottom right hand corner. What is The Mobile Shop? Technology is a part of our everyday lives. We at The Mobile Shop connect thousands of Canadians every year with the...

  • Marketing Associate

    4 days ago

    Waterloo, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....

Associate Advisor

1 week ago

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

Job Description

What is the opportunity? The RBC Dominion Securities branch located in Waterloo is seeking an Associate Wealth Advisor to join a successful Advisory Team. You will develop and implement the team's wealth management strategy for clients. What will you do?

Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.

Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.

Respond to client account inquiries and remain accountable to follow-up, as required.

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. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up. Enter data into specific applications (e.g. myGPS).

What do you need to succeed? Must Have

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

Nice to Have

Certified Financial Planner

Wealth Management Essentials (CSI)

Successful completion of 90-day training (i.e., holds Registered Representative license with CIRO)

4 years or more of professional experience within investment industry and with financial planning

Meticulous attention to detail and strong problem solving and analytical skills

Highly-developed client service skills

What's in it for you? 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. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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 building close relationships with clients

Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details

Address:

95 KING ST S:WATERLOO

City:

WATERLOO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-27

Application Deadline:

2024-06-10

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.