Associate Advisor

Join to apply for the Associate Advisor 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. The Charlottetown branch is seeking talented, self‑directed individuals with a growth- and goals-oriented mindset to help our clients thrive and communities prosper.

• Leverage your talent for planning to facilitate meetings and events for the Investment Advisor with their clients and prospects, including agenda setting, documentation, post‑meeting work, and client meeting attendance.
• Effectively respond to client account inquiries and follow up.
• 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 advisory team with new client acquisition.
• Nurture and manage relationships with Centers of Influence (COIs) and RBC partners.
• Coordinate activities with internal Wealth Management specialists, manage documentation, track progress, and follow up.

• Approval as a Registered Representative (RR) with IIROC.
• Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam.
• University degree.
• Exceptional written and verbal communication skills.
• Strong skills working with business applications/technology, including Microsoft Office Suite.

• 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.

• 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.

Customer Relationships, Customer Service, Decision Making, Interpersonal Relationship Management, Investment Portfolios, Investment Strategies, Prospecting.

• Address: 134 KENT ST, UNIT 602: CHARLOTTETOWN
• City:
  Charlottetown
• Country:
  Canada
• Work hours/week: 37.5
• Employment Type:
  
  Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date:
• Final date to receive applications:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.