Associate Advisor - Wealth Management

About the role

RBC Dominion Securities, a relationship-focused investment and wealth management firm, is hiring an Associate Advisor in Ottawa. Working with the Investment Advisor team, you will give proactive advice and support to clients and advisors, deepen existing relationships and welcome new clients, while identifying opportunities to grow the business.

Key responsibilities

• Manage client relationships by preparing for and leading meetings, answering account inquiries and following up
• Help build and execute business plans, Wealth Management objectives and client service plans
• Nurture relationships with Centers of Influence (COIs) and RBC partners
• Support trading and/or portfolio management
• Research markets and investments and update the advisory team regularly
• Carry out the team's business development strategy, including asset consolidation and referrals

Required profile

• Canadian Investment Regulatory Exam (CIRE) and the Retail Securities Exam
• CIM and/or CFA
• University degree
• Nice to have: 4+ years of professional experience in the investment industry

Required skills

• Advanced MS Excel
• Microsoft Office Suite
• Strong written and verbal communication in English
• Business applications and technology

What we offer

• Expected pay of $38,000-$60,000, with variable incentives up to 1.5x salary
• Total rewards program with bonuses, flexible benefits, competitive compensation, commissions and stock where applicable
• Close client relationships and professional growth