Wealth Management Associate Advisor

RBC; Charlottetown; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading investment firm in Charlottetown is seeking an Associate Advisor. This role involves working closely with the Investment Advisor team, providing proactive client support, and deepening relationships. Candidates must have a university degree, be a Registered Representative, and possess strong communication and analytical skills. The position offers a comprehensive rewards program and opportunities for professional growth within a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Dynamic and collaborative team environment

Ongoing professional growth opportunities

Qualifications

• Approval as a Registered Representative (RR) with IIROC.
• Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam.
• 4 years or more of professional experience within the investment industry.

Responsibilities

• Provide proactive advice and support to clients and the Investment Advisor.
• Leverage talent for planning meetings and events for clients.
• Help build and execute business plans, client segmentation exercises, and service plans.
• Identify opportunities for asset consolidation and referrals.

Skills

Exceptional written and verbal communication skills

Strong skills with business applications/technology

Meticulous attention to detail

Strong problem solving and analytical skills

Highly developed client service skills

Education

University degree

Tools

Microsoft Office Suite

Job description

A leading investment firm in Charlottetown is seeking an Associate Advisor. This role involves working closely with the Investment Advisor team, providing proactive client support, and deepening relationships. Candidates must have a university degree, be a Registered Representative, and possess strong communication and analytical skills. The position offers a comprehensive rewards program and opportunities for professional growth within a collaborative team environment.