Elevate your career at RBC Dominion Securities as an Associate Wealth & Investment Advisor in Aurora. Build client relationships and drive business growth within a high-performing advisory team.
As an Associate Wealth & Investment Advisor, you will play an integral role in enhancing client interactions and supporting Investment Advisors. Your responsibilities include executing business plans, identifying opportunities for asset consolidation, and managing client acquisition pipelines. You will also conduct market research to inform investment strategies and collaborate with specialists for optimal client service.
Key Responsibilities:
• Execute business and client service plans effectively
• Identify asset consolidation opportunities within existing client base
• Co-manage client acquisition pipeline with advisory team
• Deepen relationships with Centers of Influence
• Conduct ongoing market research and updates for the team
Requirements:
• University degree and RR approval or willingness to obtain
• Completion of Wealth Management Essentials or Investment Management Techniques
• 4+ years of experience in the investment industry preferred
• Robust communication and analytical skills
• Detail-oriented with client service experience
Bring your investment expertise, client-focused approach, and analytical skills to RBC’s advisory team in Aurora.
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📌 Wealth & Investment Advisor at RBC (Ontario)
🏢 RBC
📍 Ontario