Wealth Relationship Manager: Associate Advisor

RBC; Oakville; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading investment and wealth management firm in Oakville is seeking an Associate Advisor to provide proactive support to clients and deepen existing relationships. This role involves managing client inquiries, building business plans, and conducting market research. Candidates should have a university degree, advanced MS Excel skills, and strong communication abilities. This position offers competitive compensation and a supportive team environment.

Benefits

Comprehensive Total Rewards Program including bonuses

Dynamic and collaborative team environment

Opportunities for professional growth

Qualifications

• Exceptional written and verbal communication skills in English.
• Strong skills working with business applications/technology.

Responsibilities

• Manage client relationships by preparing for and leading meetings.
• Help build and execute business plans and client service plans.
• Nurture valuable relationships with Centers of Influence and RBC partners.
• Conduct ongoing research on markets and investments.

Skills

Customer Service

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Performance Measurement

Education

University degree

Approval as a Registered Representative with CIRO

Tools

MS Excel

Microsoft Office Suite

Job description

A leading investment and wealth management firm in Oakville is seeking an Associate Advisor to provide proactive support to clients and deepen existing relationships. This role involves managing client inquiries, building business plans, and conducting market research. Candidates should have a university degree, advanced MS Excel skills, and strong communication abilities. This position offers competitive compensation and a supportive team environment.