03 Oct
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RBC Dominion Securities
|
Riviere-des-Prairies—Pointe-aux-Trembles
03 Oct
RBC Dominion Securities
Riviere-des-Prairies—Pointe-aux-Trembles
What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.Job DescriptionAs an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying recent opportunities and helping to grow the business will be a key and exciting part of your role.What will you do?Assists customers in the development of investment strategies and selecting the best products to support such strategies.Supports cross-sells of banking services and counsels customers on financial matters and investment instruments.Expands existing relationships and develops new customer relationships through prospecting, networking, and referrals.Establishes individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives.Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.Help build and execute business plans, Wealth Management objectives and client service plans.Nurture and manage valuable relationships with Centers of Influence (COIs)
and RBC partners.Conduct ongoing research on markets and investments and provide regular updates to the advisory team.Execute on the team's formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.What do you need to succeed?Must HaveLicensed with CIRO as a Registered RepresentativeCFA and/or CIMInvestment management experience and capabilitiesMust have minimum of 5 years relative industry experience managing portfolios and clientsExceptional written and verbal communication skills in EnglishStrong skills working with business applications/technology, including Microsoft Office SuiteNice to Have4 years or more of professional experience within the investment industryMeticulous attention to detail and strong problem solving and analytical skillsHighly developed client service skillsWhat's in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual.You will also benefit from:A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableThe opportunity to work as part of a dynamic, collaborative, progressive,
and high-performing teamChallenging work that will help you grow professionallyOngoing opportunities to build close relationships with clientsJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:45 O'CONNOR ST:OTTAWACity:OttawaCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2026-09-23Application Deadline:2026-10-07Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date abovePay RangeThe expected pay range for this position is:$38,000.00- $60,000.00This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:1.5xRBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.Our Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and prospect for all.
📌 Associate Advisor (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 RBC Dominion Securities
📍 Riviere-des-Prairies—Pointe-aux-Trembles