# Associate Advisor

**Company**: RBC Dominion Securities
**Location**: Toronto
**Experience**: senior
**Job type**: full-time
**Salary**: $38,000.00-$60,000.00
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/2300-YONGE-STTORONTO/Associate-Advisor_R-0000191571?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_9f53faa1-ad6

## Description

We are excited to share a great opportunity to join a high-performing wealth management team at RBC Dominion Securities. We are seeking a highly strategic, thoughtful, and analytical Associate Advisor to join our team. This role is best suited to a professional who is passionate about the markets, building meaningful client relationships, and driving the business forward.

**Responsibilities:**

- Deliver proactive, high-quality client service and help identify new opportunities for growth.

- Lead trading and portfolio rebalancing activities across client accounts.

- Collaborate with the Portfolio Managers to plan and facilitate client meetings and events from agenda preparation to post-meeting execution.

- Conduct market and investment research, providing insights and recommendations that help guide portfolio decisions.

- Support the team with business planning, client segmentation, and the ongoing delivery of our service model.

**Requirements:**

- Registered Representative (RR) approval with IIROC.

- Completion of Wealth Management Essentials (WME) or Investment Management Techniques (IMT).

- A university degree and 5+ years of experience in the investment industry.

- Proven trading experience and a strong grasp of investment analytics.

- Excellent communication, problem-solving, and organizational skills , and a keen eye for detail.

- A genuine passion for client care and teamwork.

**Benefits:**

- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, and stock options where applicable.

- Ongoing opportunities to grow professionally and build deeper expertise in wealth management.

- The chance to make a real impact on our clients’ lives and the future of our business.

## Skills

### Required
- Customer Service
- Customer Service Management
- Decision Making
- Interpersonal Relationship Management
- Investment Management
- Investment Performance Measurement

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/2300-YONGE-STTORONTO/Associate-Advisor_R-0000191571?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)