The RBC Dominion Securities (“RBC DS”) branch located in Uptown Waterloo is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support. Candidates must have at least 5-10 years of experience in the investment field. Enhance the client relationship through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly Effective client communications (written and verbal), by phone, e-mail, and in-person Utilize contact management system for daily task management Investment research, analysis and analytics Support the IA by identifying and assisting growth of new business opportunities Assist in the development of the team’s investment strategy for clients Event planning At least 5 years of experience in the investment field CIRO licensed as a Registered Representative (RR) (Canadian Securities Course/CSC, Conduct and Practices Handbook/CPH, Wealth Management Essentials/WME) or equivalent CIRO licensing courses (Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), conduct training and regulatory training requirements)



Exceptional verbal and written English skills - excellent communicator over the telephone Bachelor’s degree from an accredited post secondary institution Advanced Microsoft Office skills (Word, Excel and PowerPoint) Role requires work from office Finance, economics or business degree We thrive on the challenge to be our best, to keep growing, and working together to deliver trusted advice to help out clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits with competitive compensation Leaders who support your development through coaching and managing opportunities Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement Full time WEALTH MANAGEMENT Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and prospect for all. #

📌 Associate Medical Advisor/Medical Advisor (Ontario)
🏢 RBC
📍 Ontario