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.