Associate Wealth Advisor

Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.  For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/dominion-securitiesThe RBC Dominion Securities branch located in Windsor is seeking an Associate Wealth Advisor to join a dynamic Advisory Team. You will help 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.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.What do you need to succeed?Must HaveApproval as a Registered Representative (RR) with CIRO (formerly IIROC)Successful completion of the Wealth Management Essentials (WME) courseUniversity degreeA self-directed individual with a growth and goals-oriented mindsetExceptional written and verbal communication skills in EnglishNice to Have4 years or more of professional experience within investment industryCertified Financial Planner (CFP) or Personal Financial Planner (PFP) designationMeticulous attention to detail and strong problem solving and analytical skillsHighly-developed client service skillsWhat’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 applicableWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:1922 WYANDOTTE ST E:WINDSORCity:WindsorCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2025-05-15Application Deadline:2025-12-05Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay 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.