Job Description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Aurora is seeking an Associate Wealth & Investment Advisor to join a high performing Advisory Team. 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?

  • 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.
  • Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
  • Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
  • Trading and / or Portfolio Rebalancing
  • Conduct ongoing research on markets and investments, provide regular u...

    • Ready to Apply?

    Take the next step in your AI career. Submit your application to 0000050599 RBC Dominion Securities Inc. today.

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