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 recent 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.