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

Step into the role of Associate Advisor and play a crucial role in enhancing client services and investment strategies. Make a difference by actively nurturing client relationships and discovering new business opportunities.
In this dynamic position, you will assist an Investment Advisor team by providing tailored support to clients and managing key tasks related to client engagement. Responsibilities will involve organizing meetings, liaising with departments for timely service, and executing business strategies to enhance client satisfaction. Your client service excellence will help build a robust reputation within the advisory firm.
Key Responsibilities:
• Support client meetings and event organization
• Resolve client inquiries and ensure timely follow-ups
• Develop and implement business plans and service strategies




• Identify asset consolidation opportunities with clients
• Conduct market research to inform advisory strategies
Requirements:
• Approved Registered Representative status with CIRO
• Relevant university degree required
• At least 4 years of experience in the investment sector
• Excellent written and verbal communication abilities
• Proficient in business technologies, especially Microsoft Office
Drive client engagement and implement effective strategies to elevate the advisory practice, fostering growth within a supportive team atmosphere.
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Apply on Kit Job: kitjob.ca/job/2fsbub

📌 Dynamic Associate Advisor Enhancing Client Engagement and Support (Toronto)
🏢 RBC Dominion Securities
📍 Toronto