Associate Wealth Advisor – Client Growth & Strategy

RBC Dominion Securities Inc.; Laval (administrative region); On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Total rewards program

Bonuses and flexible benefits

Stock where applicable

Dynamic team environment

Job summary

RBC Dominion Securities Inc. is seeking an Associate Advisor to join a dynamic wealth management advisory team in Laval.

You will deepen client relationships by offering sound advice to clients and supporting the Investment Advisor, while identifying opportunities to grow the business. You will respond to client inquiries, execute trades, rebalance portfolios, and coordinate with wealth management specialists to deliver a seamless client experience.

Qualifications

• Registered Representative (RR) with CIRO.
• University degree required.
• Growth and goals-oriented mindset.
• Mastery of the French language.
• 4+ years of professional experience in the investment industry.
• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, Outlook).
• Meticulous attention to detail and strong analytical skills.
• Highly developed client service skills.

Responsibilities

• Respond to client account inquiries and follow up as required.
• Build and execute business plans, client segmentation, and client service plans.
• Identify opportunities for asset consolidation and referrals within existing clients.
• Co-manage client acquisition pipeline; collaborate with advisory team to close opportunities.
• Execute trades and rebalance portfolios.
• Conduct ongoing market research and provide updates to the advisory team.
• Support clients through the wealth management process and coordinate with specialists.

Skills

RR CIRO registration

Growth mindset

Client service skills

Problem solving

Analytical skills

Microsoft 365

French language

4+ years investment experience

Education

University degree

Tools

Microsoft 365 apps

Job description

RBC Dominion Securities Inc. is seeking an Associate Advisor to join a dynamic wealth management advisory team in Laval.

You will deepen client relationships by offering sound advice to clients and supporting the Investment Advisor, while identifying opportunities to grow the business. You will respond to client inquiries, execute trades, rebalance portfolios, and coordinate with wealth management specialists to deliver a seamless client experience.