Associate Advisor
RBC — MONTRÉAL, Quebec, Canada
Posted 2026-09-03
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 Repre