Associate Advisor
6 days ago
**Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them. The Bells Corners RBC Dominion Securities branch is seeking talented, self-directed individuals with a growth - and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role. **What will you do?** - Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required. - Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions. - Effectively respond to client account inquiries and take ownership of follow-ups. - Help build and execute business plans, client segmentation exercises, and client service plans. - Identify opportunities for asset consolidation and referrals across the existing client base - Support your advisory team with new client acquisition. - Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up. **What do you need to succeed?** **Must-have** - Approval as a Registered Representative (RR) with IIROC - Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT) - University degree - Exceptional written and verbal communication skills in English
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Associate Advisor
2 weeks ago
Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time**ASSOCIATE ADVISOR**: **Desjardins Financial Security Independent Network**: Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking...
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Associate Advisor
2 weeks ago
Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeASSOCIATE ADVISOR Desjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...
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ASSOCIATE INSURANCE ADVISOR
2 days ago
ottawa, Canada Co-operators Full timeCompany DescriptionCo-operators is a leading Canadian financial services co-operative that offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty insurance, life insurance, wealth management,...
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ASSOCIATE INSURANCE ADVISOR
2 days ago
Ottawa, Canada Co-operators Full timeCompany Description Co-operators is a leading Canadian financial services co-operative that offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty insurance, life insurance, wealth management,...
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ASSOCIATE INSURANCE ADVISOR
3 days ago
Ottawa, Canada Co-operators Full timeCompany Description Co-operators is a leading Canadian financial services co-operative that offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty insurance, life insurance, wealth management,...
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ASSOCIATE INSURANCE ADVISOR
1 day ago
Ottawa, Canada Co-operators Full timeCompany Description Co-operators is a leading Canadian financial services co-operative that offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty insurance, life insurance, wealth management,...
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ASSOCIATE INSURANCE ADVISOR
2 weeks ago
Ottawa, Canada Co-operators Full timeDirect message the job poster from Co-operators Company Description Co-operators is a leading Canadian financial services co‑operative that offers multi‑line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty...
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ASSOCIATE INSURANCE ADVISOR
4 days ago
Ottawa, Canada Co-operators Full timeDirect message the job poster from Co-operators Company Description Co-operators is a leading Canadian financial services co‑operative that offers multi‑line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty...
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ASSOCIATE INSURANCE ADVISOR
4 days ago
Ottawa, Canada Co-operators Full timeDirect message the job poster from Co-operators Company Description Co-operators is a leading Canadian financial services co‑operative that offers multi‑line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty...
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Associate Insurance Advisor
1 day ago
Ottawa, Canada Co-operators Full timeCompany Description Co-operators is a leading Canadian financial services co-operative that offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide solutions through property and casualty insurance, life insurance, wealth management,...
