Associate Advisor Role at RBC Calgary

Associate Advisor Role at RBC Calgary

22 Oct
|
RBC
|
Calgary

22 Oct

RBC

Calgary

Elevate your career as an Associate Advisor with RBC Dominion Securities in Calgary, Alberta. Engage with clients and assist Investment Advisors in building prosperous financial futures. At the Calgary South branch, RBC is seeking motivated individuals focused on client success and business growth. As an Associate Advisor, your role includes developing investment strategies, expanding client relationships, and supporting client meetings. You will work closely with Investment Advisors to tailor financial solutions that meet client needs and objectives.

Key Responsibilities
• Facilitate meetings and events with Investment Advisors
• Assist clients in formulating investment strategies
• Promote banking services through cross-selling
• Build new customer relationships through networking
• Establish personalized financial plans and portfolios

Requirements:
• Approval as a Registered Representative (RR) with CIRO
• Completion of the Wealth Management Essentials course
• University degree required
• Solid written and verbal English communication skills
• Proficiency in Microsoft Office Suite Explore your potential in investment management and client service excellence at RBC in Calgary.

📌 Associate Advisor Role at RBC Calgary
🏢 RBC
📍 Calgary

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