Join RBC Dominion Securities in Aurora as an Associate Wealth & Investment Advisor. This full time role focuses on client relationship building and strategic business growth in a supportive advisory setting. In this pivotal role, you’ll deepen client relations by providing sound investment advice and supporting Investment Advisors.
You will identify growth opportunities within your client base and assist with asset consolidation. Collaborate closely with the advisory team to manage client prospects and enhance the overall wealth management experience. Key Responsibilities:
Build and execute effective client service plans
Identify and execute growth opportunities with clients
Manage client acquisition pipelines alongside the advisory team
Foster relationships with key Centers of Influence
Conduct market research to guide investment decisions
Requirements:
Must have or pursue RR approval within the first year
Bachelor's degree and completion of Wealth Management Essentials
4+ years in the investment field preferred
Excellent communication and problem-solving skills
Solid attention to detail and customer service abilities
Utilize your investment knowledge and relationship-building skills at RBC in Aurora.
📌 Associate Advisor Role At Rbc Dominion Securities Aurora (Canada)
🏢 RBC
📍 Canada
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