Associate Advisor in Wealth Management

Position: RBC Associate Advisor Role in Wealth Management
Step into the Associate Advisor role at RBC Dominion Securities in Coquitlam, where you will be instrumental in cultivating client relationships and identifying new business prospects. This dynamic position focuses on client service and investment insights.

As part of a successful Advisory Team, your responsibilities will include managing client interactions, coordinating meetings, and supporting the investment strategies of the Advisory Team. You will utilize your analytical and problem-solving skills to nurture existing accounts while proactively seeking opportunities for growth through referrals and asset consolidation.

Key Responsibilities:

• Manage meetings and prepare documentation for the Advisory Team

• Provide detail-oriented client service with effective resolutions

• Address client inquiries with accountability and follow-up

• Collaborate to enhance client acquisition and referrals

• Conduct ongoing market research and share insights with the team

Requirements:

• Approved as Registered Representative by IIROC

• Must have completed CIRE and Retail Securities Exam

• Bachelor’s degree required

• Strong communication skills in English and Mandarin

• Proficient in Microsoft Office Suite

Use your communication and investment management skills to elevate client experiences with RBC's Advisory Team.
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