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Associate Advisor
Rbc
Windsor, CAN
Full-time
Mid · 5+ years experience
Onsite
CAD 38000-60000 yearly / year
Discovered 2 weeks ago
Free
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What is the opportunity?
The RBC Dominion Securities (“RBC DS”) branch located in Windsor 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?
Full Job Posting
What is the opportunity?
The RBC Dominion Securities (“RBC DS”) branch located in Windsor 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
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