Step into the role of Associate Advisor at RBC Dominion Securities, where you’ll enhance client relationships in wealth management. Utilize your expertise to provide valuable insights and support. This full time role offers the chance to collaborate with a talented advisory team in Montréal.

Your focus will be on executing business strategies, responding to client needs, and co-managing current client opportunities. As you deepen engagements with clients, you will also stay current with market research and financial trends. Key Responsibilities:
Handle client account inquiries effectively
Develop and execute business and client service plans
Discover opportunities for client referrals and asset growth
Collaborate with the advisory team on client acquisitions
Monitor market trends and update the advisory team Requirements:
CIRO Registered Representative (RR)
University education and 4+ years of industry experience
Bilingual fluency in English and French
Robust skills in Microsoft 365 software
Detail-oriented with excellent problem-solving abilities Harness your analytical skills and client service expertise to succeed at RBC Dominion Securities.

📌 Rbc Associate Advisor Role Montreal
🏢 RBC Dominion Securities
📍 Montreal