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