Associate Advisor Wealth Management

Location: Montreal

Join RBC Dominion Securities as an Associate Advisor, focusing on wealth management for a sophisticated clientele. Nurture client relationships while enhancing business development initiatives.

In this dynamic full-time role based in Montréal, you’ll support the advisory team with your strong client service skills and analytical abilities. Your contributions in managing client inquiries, executing trades, and exploring new business opportunities will drive success in client wealth management.

Key Responsibilities:

• Address client inquiries with diligence

• Design and implement tailored client service plans

• Identify growth opportunities through existing client base

• Assist in managing prospective client acquisition

• Conduct market research and update the advisory team

Requirements:

• Must be a Registered Representative (RR) under CIRO

• 4 or more years in the investment sector

• Bachelor's degree and bilingual proficiency

• Expertise in Microsoft 365 applications

• Strong attention to detail and client engagement skills

Become an essential part of the RBC wealth management team, dedicated to delivering exceptional client value.
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