Associate Advisor - Wealth Management & Client Growth

RBC; Laval; On-site; CAD 65,000 - 95,000; Full time

Job summary

RBC Dominion Securities in Laval, QC seeks an Associate Advisor to join a dynamic wealth management advisory team. You will deepen client relationships, support the Investment Advisor, and identify growth opportunities.

You will respond to client inquiries, execute trades and assist in building business plans while coordinating with wealth management specialists to deliver comprehensive client service.

Qualifications

• Requires RR with CIRO and a University degree.
• French language mastery is mandatory.
• Strong client service orientation with analytical skills.
• Proficient in Microsoft 365 apps (Word, Excel, Outlook).

Responsibilities

• Respond to client account inquiries and follow up as required.
• Help build and execute business plans, client segmentation and service plans.
• Identify opportunities for asset consolidation and referrals.
• Co-manage the client acquisition pipeline and close opportunities.
• Execute trades and rebalance portfolios.
• Conduct ongoing market research and provide updates to the advisory team.
• Coordinate wealth management activities and track progress with specialists.

Skills

RR with CIRO

French mastery

Microsoft 365 proficiency

Attention to detail

Client service

Growth mindset

4+ years investment industry

Education

University degree

Tools

Microsoft 365

Job description

RBC Dominion Securities in Laval, QC seeks an Associate Advisor to join a dynamic wealth management advisory team. You will deepen client relationships, support the Investment Advisor, and identify growth opportunities.

You will respond to client inquiries, execute trades and assist in building business plans while coordinating with wealth management specialists to deliver comprehensive client service.