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 solid 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 current 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
Robust attention to detail and analytical skills Support clients through wealth management and optimize their investment strategies at RBC in Sherbrooke.
📌 Associate Advisor At Rbc Dominion Securities Sherbrooke (Canada)
🏢 Canadian Nanny
📍 Canada
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