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 strategiesExpand client relationships through referrals and networkingLead client meetings and follow-up on inquiriesExecute business development plansResearch financial markets and deliver insightsRequirements:Licensed CIRO Registered RepresentativeCFA or CIM qualificationOver 5 years of industry experienceExcellent verbal and written communication in EnglishProficient with Microsoft Office SuiteMake a significant impact in clients' financial futures at RBC in Ottawa.

📌 Rbc Associate Advisor Wealth Management (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 RBC
📍 Riviere-des-Prairies—Pointe-aux-Trembles