Investment Associate Advisor

Join RBC Dominion Securities as an Investment Associate Advisor in Coquitlam, focusing on client engagement and business growth. This role combines advisory responsibilities with meticulous client service skills.

This full-time position involves working closely with an Advisory Team to strengthen client relationships and provide insightful investment advice. You will co-manage client acquisition pipelines and actively contribute to meeting agendas by preparing documentation and following up on discussions, ensuring a seamless client experience throughout the Wealth Management process.

Key Responsibilities:

• Assist in coordinating client meetings for the Advisory Team

• Deliver exceptional client support and manage resolutions

• Follow up on client inquiries persistently

• Execute growth opportunities within the existing client base

• Conduct market research and provide insights to the team

Requirements:

• IIROC Registered Representative approval required

• Completion of CIRE and Retail Securities Exam

• University degree necessary

• Exceptional written and verbal communication abilities

• Proficient in Microsoft Office applications

Drive your career forward by leveraging your investment expertise and communication skills to advise clients effectively at RBC.
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