Nanny

canadian nanny ca; Sherbrooke; On-site; CAD 85,000 - 110,000; Full time

Job summary

RBC Dominion Securities seeks an Associate Advisor to join a dynamic wealth management team in Canada. You will deepen client relationships, support the Investment Advisor, and identify opportunities to grow assets. You will co-manage the acquisition pipeline with the advisory team and assist with trade execution.

The role requires a university degree, 4+ years in investment, bilingual English/French, and strong MS 365 skills to support client service and analytics across Canada.

Qualifications

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

Responsibilities

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

Skills

RR with CIRO

Growth mindset

Bilingual (English/French)

Analytical skills

Client service

Microsoft 365 proficiency

Education

University degree

Tools

Microsoft 365

Job description

What is the opportunity?

RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

What will you do?

• Respond to client account inquiries and remain accountable to follow up, as required.
• Help build and execute business plans, client segmentation, and client service plans.
• Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
• Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities.
• Execute trades and rebalance portfolios.
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
• Support advisory team and clients through the wealth management process. Help gather relevant information, coordinate activities with wealth management specialists, track progress, and follow up.

What do you need to succeed? Must-have

• Registered Representative (RR) with CIRO
• University degree
• Growth and goals-oriented mindset
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• 4 years or more of professional experience within the investment industry
• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly developed client service skills

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Benefits

• A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to build close relationships with clients

Additional Job Details

Address: 95 BOUL JACQUES CARTIER S:SHERBROOKE

City: Sherbrooke

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Posted Date: 2026-10-07

Application Deadline: 2026-11-09 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.