Join RBC Dominion Securities as a Bilingual Wealth Management Associate in Pointe-Claire, Canada. Provide essential support to clients and the advisory team while identifying growth opportunities. In this full-time role, you will deepen client relationships through personalized advice and manage effective client service strategies. A robust focus will be on problem-solving, detail orientation, and collaboration with wealth management specialists. Key Responsibilities:

- Account for client inquiries and ensure follow-through
- Create and execute tailored client service plans
- Pinpoint potential referrals and asset consolidation solutions
- Manage lead acquisition alongside the advisory team
- Execute trades and monitor portfolio balance

Requirements:

- CIRO Registered Representative (RR) certification
- University degree and a minimum of 4 years in investments
- Bilingual capabilities in English and French required
- Proficiency in Microsoft 365 tools
- Strong analytical abilities coupled with client service

Empower clients by delivering exceptional wealth management services as part of our success-driven team.

📌 Bilingual Wealth Management Associate Role (Montreal)
🏢 RBC
📍 Montreal