Elevate your career as an Associate Advisor with RBC Dominion Securities in Montréal. Engage with clients, manage accounts, and support a high-performing advisory team focused on wealth management services. RBC Dominion Securities seeks an Associate Advisor to strengthen client relationships and identify business growth opportunities.
This role emphasizes client service, account management, and investment support while fostering a collaborative setting within the advisory team. Your expertise will play a pivotal role in executing investment strategies and enhancing client engagement. Key Responsibilities:
- Respond to client account inquiries with follow-up accountability
- Assist in developing business, client segmentation, and service plans
- Identify asset consolidation and referral opportunities
- Co-manage client acquisition and close new prospects
- Execute trades and adjust client portfolios Requirements:
- Registered Representative (RR) with CIRO certification
- University degree and 4+ years in the investment industry
- Bilingual in English and French
- Strong knowledge of Microsoft 365 apps
- Excellent client service and analytical skills Leverage your investment acumen and bilingual skills to deliver exceptional service as an Associate Advisor with RBC in Montréal.
📌 Associate Advisor at RBC Dominion Securities (Montreal)
🏢 RBC Dominion Securities
📍 Montreal
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