Description
RBC Dominion Securities is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join our team as an Associate Advisor. You will work with an Investment Advisor team to provide proactive advice and support to clients, deepen existing relationships, and welcome new clients to the firm.
Responsibilities:
- Leverage your planning skills to facilitate meetings and events with clients and prospects
- Provide proactive client service and resolve problems efficiently
- Respond to client account inquiries and take ownership of follow-ups
- Help build and execute business plans, client segmentation exercises, and client service plans
- Identify opportunities for asset consolidation and referrals
- Support new client acquisition and trading/portfolio rebalancing
- Conduct research on markets and investments and provide regular updates
- Coordinate activities with internal specialists and manage documentation
Requirements:
- Approval as a Registered Representative (RR) with CIRO
- Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
- University degree
- Exceptional written and verbal communication skills
- Strong skills working with business applications/technology, including Microsoft Office Suite
Nice-to-haves:
- 4+ years of professional experience in the investment industry
- Meticulous attention to detail and strong problem-solving skills
- Highly developed client service skills
What's in it for you?
- Comprehensive Total Rewards Program, including bonuses and flexible benefits
- Opportunity to work with a dynamic, collaborative team
- Challenging work to help you grow professionally
- Ongoing opportunities to build close relationships with clients
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