Apply on Kit Job: kitjob.ca/job/2fs2uy

Step into a rewarding position as an Associate Advisor where client success is your priority. Collaborate with an Investment Advisor to enhance client relationships and deliver tailored financial planning.
In this role, your contributions will include planning client meetings, assisting with documentation, and addressing inquiries. You'll work hand-in-hand with the advisory team to execute client service plans and identify potential assets for consolidation. Additionally, you will coordinate with internal specialists to provide comprehensive support during the Wealth Management process.
Key Responsibilities:
• Plan and attend client meetings and events
• Liaise with departments for timely client solutions
• Oversee follow-ups on client account inquiries




• Develop business plans and client service strategies
• Support trading and portfolio rebalancing activities
Requirements:
• CIRO Registered Representative (RR) status required
• Bachelor’s degree is necessary
• Exceptional verbal and written communication abilities
• Proficiency with Microsoft Office tools
• 4+ years of investment industry experience is a plus
Empower clients and enhance their financial journeys by joining a dedicated advisory team focused on excellence and client satisfaction.
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Apply on Kit Job: kitjob.ca/job/2fs2uy

📌 Client-Focused Associate Advisor in Wealth Management (Toronto)
🏢 RBC Dominion Securities
📍 Toronto