Associate Advisor
Role Overview
What is the opportunity?
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele.
You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor.
Identifying and assisting growth of new business opportunities will also be key.
What will you do?
• 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.
• Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities.
• Execute trades and rebalance portfolios.
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
• Support advisory team and clients 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?
Full Job Posting
Nice-to-have
- Knowledge of the English language
- 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 build close relationships with clients
- Job Skills
- Additional Job Details
- Address:
- 545 PROM DU CENTROPOLIS, APP 200:LAVAL
- City:
- Laval
About Royal Bank of Canada
Diversified multinational financial services and banking institution.
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