More jobs:
Wealth Management Associate Advisor
Job in
Sherbrooke, Province de Québec, Canada
Listed on 2026-10-17
Listing for:
RBC
Full Time
position Listed on 2026-10-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Join RBC Dominion Securities as a Wealth Management Associate Advisor in Sherbrooke, Canada. Support the investment team while providing exceptional service to clients and managing growth opportunities.
As an Associate Advisor, you will deepen relationships with a sophisticated clientele and assist the Investment Advisor.
Your role encompasses executing trades, conducting market research, and helping with business plans to enhance client experiences.
Key Responsibilities:
• Respond to client inquiries and ensure follow-up
• Assist in building client segmentation and service plans
• Identify opportunities for asset consolidation and referrals
• Comanage client acquisition and close new opportunities
• Provide regular market updates to the advisory team
Requirements:
• Registered Representative (RR) with CIRO
• University degree with 4+ years investment experience
• Bilingual in English and French
• Strong knowledge of Microsoft 365 apps
• Exceptional client service and analytical skills
Bring your expertise and client focus to RBC in Sherbrooke, where your skills will help shape client financial journeys.
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×