Associate Advisor

Opportunity

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

Responsibilities

• Partner with the Investment Advisor to facilitate meetings and events, helping decide agenda, preparing documentation, and attending client meetings when required.
• Provide proactive client service by resolving problems and, when necessary, coordinating with various departments.
• Effectively respond to client account inquiries and own follow‑ups.
• Help build and execute business plans, client segmentation exercises, and client service plans.
• Identify opportunities for asset consolidation and referrals within t...