workday
Associate Advisor, Wealth Management
RBC Dominion Securities Inc.
Waterloo, CAN
Full-time
Senior · 5+ years experience
Onsite
Discovered 1 weeks ago
Microsoft Office
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
Microsoft Office
Role Overview
What is the opportunity?
The RBC Dominion Securities (“RBC DS”) branch located in Uptown Waterloo is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support.
Candidates must have at least 5-10 years of experience in the investment field.
What will you do?
• Provide world class client service to our valued clients
• Enhance the client relationship through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly
• Effective client communications (written and verbal), by phone, e-mail, and in-person
• Utilize contact management system for daily task management
• Investment research, analysis and analytics
• Back up on trade execution
• Support the IA by identifying and assisting growth of new business opportunities
• Assist in the development of the team’s investment strategy for clients
• Event planning
What do you need to succeed?
Key Skills for This Role
Microsoft Office
Full Job Posting
What is the opportunity?
The RBC Dominion Securities (“RBC DS”) branch located in Uptown Waterloo is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support. Candidates must have at least 5-10 years of experience in the investment field.
What will you do?
Provide world class client service to our valued clients
Enhance the client relationship through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at RBC Dominion Securities Inc.
Associate Advisor
Toronto, CAN
Discovered 1 weeks agoFull-time
Administrative Assistant
Moncton, CAN
Discovered 1 weeks agoFull-time
Branch Technology Specialist
Toronto, CAN
Discovered 1 weeks agoFull-time
Assistant Branch Operations Manager
Toronto, CAN
Discovered 1 weeks agoFull-time
Administrative Assistant
Vancouver, CAN
Discovered 2 weeks agoFull-time