Wealth Management Associate Advisor

RBC Dominion Securities; Niagara Falls; On-site; CAD 38,000 - 60,000; Full time

Job summary

RBC Dominion Securities in Niagara Falls, ON, invites an Associate Advisor to join the Lostracco Wealth Management team. You will become the primary relationship manager for 100–150 high net-worth clients, collaborating with the Investment Advisor team to tailor proactive advice and wealth strategies.

This role emphasizes deepening client relationships, welcoming new clients, identifying growth opportunities, and helping expand the practice.

Qualifications

• 5–10 years of experience in the investment field.
• University degree.
• Exceptional written and verbal communication skills.
• Strong skills with business applications/technology, including Microsoft Office Suite.

Responsibilities

• Provide world class service to high net-worth clients.
• Manage and deepen client relationships and execute investment strategies.
• Engage in effective written and verbal communications with clients (phone, email, in-person).
• Support growth opportunities and collaborate with the IA team to expand the practice.

Skills

Investment experience

Communication skills

Relationship management

MS Office

Education

University degree

Tools

Microsoft Office Suite

Job description

RBC Dominion Securities in Niagara Falls, ON, invites an Associate Advisor to join the Lostracco Wealth Management team. You will become the primary relationship manager for 100–150 high net-worth clients, collaborating with the Investment Advisor team to tailor proactive advice and wealth strategies.

This role emphasizes deepening client relationships, welcoming new clients, identifying growth opportunities, and helping expand the practice.