Associate Advisor
3 weeks ago
Associate Advisor - Relationship Manager Join to apply for the Associate Advisor - Relationship Manager role at RBC Dominion Securities . RBC Dominion Securities is a relationship‑focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. What will you do? Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow‑ups. Help build and execute business plans, Wealth Management objectives and client service plans. Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners. Trading and / or portfolio management support. Conduct ongoing research on markets and investments and provide regular updates to the advisory team. Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base. What do you need to succeed? Must Have Approval as a Registered Representative with CIRO University degree Advanced MS Excel skills Exceptional written and verbal communication skills in English Strong skills working with business applications/technology, including Microsoft Office Suite Nice to Have 4 years or more of professional experience within the investment industry Meticulous attention to detail and strong problem solving and analytical skills Highly developed client service skills What’s in it for you? A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable The opportunity to work as part of a dynamic, collaborative, progressive, and high‑performing team Challenging work that will help you grow professionally Ongoing opportunities to build 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: 435 NORTH SERVICE RD W, OAKVILLECity: OakvilleCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion 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. 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. #J-18808-Ljbffr
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Investment Advisor Associate
16 hours ago
Oakville, Ontario, Canada Staffix Full time $60,000 - $120,000 per yearOur client, a well-established independent wealth management practice based in Oakville, is seeking a highly motivated and detail-oriented Investment Advisor Associate to join their team. This is an excellent opportunity for a licensed investment professional to work alongside a seasoned advisor, supporting the delivery of personalized financial strategies...
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Wealth Relationship Manager: Associate Advisor
3 weeks ago
Oakville, Canada RBC Full timeA leading investment and wealth management firm in Oakville is seeking an Associate Advisor to provide proactive support to clients and deepen existing relationships. This role involves managing client inquiries, building business plans, and conducting market research. Candidates should have a university degree, advanced MS Excel skills, and strong...
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Wealth Relationship Manager: Associate Advisor
3 weeks ago
Oakville, Canada RBC Full timeA leading investment and wealth management firm in Oakville is seeking an Associate Advisor to provide proactive support to clients and deepen existing relationships. This role involves managing client inquiries, building business plans, and conducting market research. Candidates should have a university degree, advanced MS Excel skills, and strong...
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Wealth Relationship Manager: Associate Advisor
2 weeks ago
Oakville, Canada RBC Full timeA leading investment and wealth management firm in Oakville is seeking an Associate Advisor to provide proactive support to clients and deepen existing relationships. This role involves managing client inquiries, building business plans, and conducting market research. Candidates should have a university degree, advanced MS Excel skills, and strong...
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Sales Associate/beauty Advisor
1 week ago
Oakville, Canada Sally Beauty Full timeBy 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...
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Associate Advisor
3 weeks ago
Oakville, Canada RBC Dominion Securities Full timeAssociate Advisor - Relationship Manager Join to apply for the Associate Advisor - Relationship Manager role at RBC Dominion Securities. RBC Dominion Securities is a relationship‑focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and...
-
Associate Advisor
2 weeks ago
Oakville, Canada RBC Dominion Securities Full timeAssociate Advisor - Relationship Manager Join to apply for the Associate Advisor - Relationship Manager role at RBC Dominion Securities. RBC Dominion Securities is a relationship‑focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and...
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Associate Advisor
3 weeks ago
Oakville, Canada RBC Dominion Securities Full timeA leading investment and wealth management firm seeks an Associate Advisor - Relationship Manager in Oakville. You will manage client relationships and provide support in investment management, contributing to a dynamic team culture. The ideal candidate has a university degree, advanced MS Excel skills, and exceptional communication abilities. This role...
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Associate Advisor
3 weeks ago
Oakville, Canada RBC Dominion Securities Full timeA leading investment and wealth management firm seeks an Associate Advisor - Relationship Manager in Oakville. You will manage client relationships and provide support in investment management, contributing to a dynamic team culture. The ideal candidate has a university degree, advanced MS Excel skills, and exceptional communication abilities. This role...
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Associate Advisor
3 weeks ago
Oakville, Canada RBC Dominion Securities Full timeA leading investment and wealth management firm seeks an Associate Advisor - Relationship Manager in Oakville. You will manage client relationships and provide support in investment management, contributing to a dynamic team culture. The ideal candidate has a university degree, advanced MS Excel skills, and exceptional communication abilities. This role...
