Associate Advisor at RBC Dominion Securities (Quebec City)

Associate Advisor at RBC Dominion Securities (Quebec City)

13 Oct
|
canadian nanny
|
Quebec City

13 Oct

canadian nanny

Quebec City

Elevate client relationships as an Associate Advisor with RBC Dominion Securities in Sherbrooke, Canada. You'll provide wealth management support and advice while collaborating with an expert advisory team.

In this full time position, you will leverage your investment industry experience to deepen client connections and identify new business opportunities. This role requires a strong bilingual background in English and French, alongside a growth-oriented mindset. By working closely with the advisory team, you'll attend to client account inquiries, execute trades, and help devise effective business and client service plans.

Key Responsibilities:
• Address client account inquiries and ensure follow-up
• Support business plans and client service initiatives




• Identify growth opportunities in existing client accounts
• Co-manage new client acquisition pipeline
• Conduct market research and provide updates

Requirements:
• Bilingual: English and French proficiency required
• University degree with at least 4 years in investment
• Registered Representative (RR) with CIRO
• Proficient in Microsoft 365 applications
• Strong attention to detail and analytical skills

Support clients through wealth management and optimize their investment strategies at RBC in Sherbrooke.
#J-18808-Ljbffr

📌 Associate Advisor at RBC Dominion Securities (Quebec City)
🏢 canadian nanny
📍 Quebec City

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: associate advisor at rbc dominion securities (quebec city) / quebec city

Subscribe to this job alert:

Get the latest job offers by email for: associate advisor at rbc dominion securities (quebec city) / quebec city