Join RBC Dominion Securities as a Wealth Management Associate Advisor in Sherbrooke, Canada. Support the investment team while providing exceptional service to clients and managing growth opportunities.
As an Associate Advisor, you will deepen relationships with a sophisticated clientele and assist the Investment Advisor. Your role encompasses executing trades, conducting market research, and helping with business plans to enhance client experiences.
Key Responsibilities:
• Respond to client inquiries and ensure follow-up
• Assist in building client segmentation and service plans
• Identify opportunities for asset consolidation and referrals
• Comanage client acquisition and close current opportunities
• Provide regular market updates to the advisory team
Requirements:
• Registered Representative (RR) with CIRO
• University degree with 4+ years investment experience
• Bilingual in English and French
• Strong knowledge of Microsoft 365 apps
• Exceptional client service and analytical skills
Bring your expertise and client focus to RBC in Sherbrooke, where your skills will help shape client financial journeys.
#J-18808-Ljbffr
📌 Wealth Management Associate Advisor at RBC (Quebec City)
🏢 RBC
📍 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.