Advance your career with RBC Dominion Securities as an Associate Wealth & Investment Advisor. This full time position allows you to foster client relationships and drive new business initiatives in Aurora. As an Associate Wealth & Investment Advisor, you will enhance client relations through expert support and advice while collaborating with the advisory team.
Your role will involve identifying and executing new business opportunities, managing client acquisition, and providing ongoing market research to inform investment strategies. Key Responsibilities:
- Implement client service and business plans
- Identify opportunities for asset consolidation within clients
- Support co-management of client acquisition processes
- Nurture ongoing relationships with Centers of Influence
- Research market trends to update advisory team
Requirements:
- University degree and approval as a Registered Representative
- Completion of Wealth Management Essentials or related course
- Minimum 4 years in the investment industry preferred
- Strong written and verbal communication skills
- Detail-oriented with excellent problem-solving capabilities
Leverage your skills in investment management and client service as part of RBC’s dedicated team in Aurora.