Associate Advisor

RBC•Montreal, QC

3d•Onsite

About The Position

RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

Requirements

Registered Representative (RR) with CIRO
University degree
Growth and goals-oriented mindset
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
4 years or more of professional experience within the investment industry
Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills

Responsibilities

Respond to client account inquiries and remain accountable to follow up, as required.
Help build and execute business plans, client segmentation, and client service plans.
Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities.
Execute trades and rebalance portfolios.
Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
Support advisory team and clients through the wealth management process. Help gather relevant information, coordinate activities with wealth management specialists, track progress, and follow up.