Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying recent opportunities and helping to grow the business will be a key and exciting part of your role.



What will you do? Assist customers in the development of investment strategies and selecting the best products to support such strategies. Support cross-sells of banking services and counsels customers on financial matters and investment instruments. Expand existing relationships and develops new customer relationships through prospecting, networking, and referrals. Establish individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives. Manage client relationships by preparing for and leading meetings, effectively responding to client

📌 Associate Wealth Advisor (Ottawa)
🏢 RBC
📍 Ottawa