Associate Wealth & Investment Advisor Role Ontario

Associate Wealth & Investment Advisor Role Ontario

02 Aug
|
RBC Dominion Securities
|
Ontario

02 Aug

RBC Dominion Securities

Ontario

Join RBC Dominion Securities in Aurora as an Associate Wealth & Investment Advisor and thrive in a collaborative setting. Focus on building client relationships and enhancing business opportunities.

This full-time position involves working with a energetic Advisory Team to deepen existing client connections and drive recent business growth. You will assist in executing strategic plans and gathering crucial information to support Wealth Management processes, allowing you to make a meaningful impact in clients’ investment journeys.

Key Responsibilities:
• Develop and implement business and client service strategies
• Execute growth opportunities among the client base
• Co-manage the advisory team’s client acquisition efforts




• Strengthen ties with Centers of Influence
• Analyze markets and provide insights to the advisory team

Requirements:
• Approval as a Registered Representative (RR) needed
• Completion of Wealth Management Essentials or similar
• Bachelor’s degree required
• Detail-oriented with solid problem-solving skills
• 4+ years in investment industry preferred

Utilize your skills in client service and investment management to enhance RBC’s prowess in Aurora.
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📌 Associate Wealth & Investment Advisor Role Ontario
🏢 RBC Dominion Securities
📍 Ontario

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