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 current 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 current 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
Solid 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.