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-upAssist in building client segmentation and service plansIdentify opportunities for asset consolidation and referralsComanage client acquisition and close current opportunitiesProvide regular market updates to the advisory teamRequirements:Registered Representative (RR) with CIROUniversity degree with 4+ years investment experienceBilingual in English and FrenchStrong knowledge of Microsoft 365 appsExceptional client service and analytical skillsBring your expertise and client focus to RBC in Sherbrooke, where your skills will help shape client financial journeys.

📌 Wealth Management Associate Advisor At Rbc (Sherbrooke)
🏢 RBC
📍 Sherbrooke