Associate Advisor in Wealth Management

Take your career to new heights as an Associate Advisor at RBC Dominion Securities in Toronto, Canada. Utilize your planning and communication skills to enhance client relations and drive investment success.

At RBC Dominion Securities, your role as an Associate Advisor is integral in supporting investment teams and ensuring a positive client experience. This full-time role requires you to collaborate on business plans, respond to inquiries, and track progress throughout the Wealth Management process. Your ability to manage relationships with both clients and partners is pivotal to success in this role.

Key Responsibilities:

• Partner with advisors to facilitate client meetings

• Address client inquiries and follow up diligently

• Execute client segmentation and service plans

• Conduct market research to inform the advisory team

• Coordinate documentation and track client progress

Requirements:

• Approved Registered Representative (RR) with CIRO

• Bachelor’s degree in a relevant discipline

• Excellent communication skills, both written and verbal

• Competency in Microsoft Office Suite

• Ideal candidates have 4+ years in the investment sector

Bring your expertise in wealth management to RBC Dominion Securities and foster lasting client relationships.
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