Associate Wealth Advisor

**Job Summary**

**What is the opportunity?**

The 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 Have**
- Approval as a Registered Representative (RR) with CIRO (formerly IIROC)
- Successful completion of the Wealth Management Essentials (WME) course
- University degree
- A self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills in English

**Nice to Have**
- 4 years or more of professional experience within investment industry
- Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
- 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**

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

**Additional Job Details**

**Address**:
1922 WYANDOTTE ST E:WINDSOR

**City**:
WINDSOR

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-05-15

**Application Deadline**:
2025-06-02

**I**nclusion** and Equal Opportunity Employment**

At 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.

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