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 new 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
- Robust 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.