Elevate your career with RBC Dominion Securities as an Associate Advisor focusing on Wealth Management in Ottawa. Work closely with seasoned Investment Advisors to optimize client engagement and financial strategies.
This full time role requires you to assist in developing tailored financial plans and investment strategies for clients. Leveraging your five-plus years of experience and CIRO licensing, you will deepen relationships and identify new business opportunities while effectively managing portfolios. Your proactive approach will be instrumental in achieving the firm’s business objectives and enhancing client satisfaction.
Key Responsibilities: • Provide proactive advice on investment strategies • Expand client relationships through referrals and networking • Lead client meetings and follow-up on inquiries • Execute business development plans • Research financial markets and deliver insights
Requirements: • Licensed CIRO Registered Representative • CFA or CIM qualification • Over 5 years of industry experience • Excellent verbal and written communication in English • Proficient with Microsoft Office Suite
Make a significant impact in clients’ financial futures at RBC in Ottawa.