Licensed Associate Advisor

Join RBC Dominion Securities in Oakville as a Licensed Associate Advisor. This role requires 5+ years in wealth management, supporting clients and managing relationships within a dynamic team environment.

This full-time position focuses on providing exceptional client service and support to the Portfolio Manager. As an Associate Advisor, you’ll leverage your problem-solving skills and proactive approach to client management. You will work closely with an Investment Advisor team to ensure client needs are met while identifying new opportunities for growth and consolidation.

Key Responsibilities:

• Provide proactive client service and support to the advisory team

• Oversee trading and portfolio rebalancing activities

• Manage client inquiries and follow-up effectively

• Build and execute business plans and segmentation strategies

• Cultivate relationships with clients and RBC partners

Requirements:

• 5+ years of wealth management experience

• Approval as a Registered Representative (RR)

• University Degree in Finance or related field

• Advanced MS Excel and Microsoft Office skills

• Exceptional English communication skills

Become a pivotal part of RBC’s success by enhancing client relationships and driving team collaboration.
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