Investment Associate Advisor

Elevate your career at RBC Dominion Securities as an Investment Associate Advisor in Moncton, Canada. Collaborate with the advisory team to provide proactive financial advice and support clients' needs.

As an Associate Advisor, you will partner with Investment Advisors to deepen existing relationships and onboard new clients. This role is pivotal in identifying growth opportunities, leveraging RBC’s reputation among high-net-worth individuals and business owners. You will play a significant part in financial planning and portfolio customization to meet clients' complex needs.

Key Responsibilities:

• Execute business plans and client segmentation initiatives

• Identify asset consolidation and referrals among clients

• Build relationships with Centers of Influence and RBC partners

• Support the Wealth Management process and coordinate with specialists

• Manage documentation, track client progress, and ensure follow-up

Requirements:

• Approved as a Registered Representative with CIRO

• Completed Canadian Investment Regulatory Exam and Retail Securities Exam

• University degree required

• Exceptional communication in English and French

• Strong proficiency in Microsoft Office Suite

Bring your expertise in investment management and client service to RBC Dominion Securities in Moncton.
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