Associate Investment Advisor in Waterloo

Location: Southwestern Ontario

Elevate your financial career at RBC Dominion Securities as an Associate Investment Advisor in Uptown Waterloo. Provide top-tier client service and investment support while collaborating with a premier advisory team.

RBC DS is seeking a seasoned Associate Advisor with 5-10 years in the investment field. In this full-time role, you will leverage your expertise to enhance client relationships and deliver exceptional wealth management services. Your responsibilities will include effective communication, investment research, and supporting business growth opportunities for clients and the advisory team.

Key Responsibilities:

• Deliver world-class client service to valued clients

• Execute wealth strategies and enhance client relationships

• Communicate effectively via phone, email, and in-person

• Conduct investment research, analysis, and support trade execution

• Assist in developing the team’s investment strategy

Requirements:

• Minimum 5 years of investment experience

• CIRO licensed as a Registered Representative

• Bachelor’s degree from an accredited institution

• Proficient in Microsoft Office Suite

• Strong communication and organizational skills

Utilize your investment expertise and client management skills to thrive at RBC in Waterloo.
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