Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.  For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/dominion-securities

The RBC Dominion Securities branch located in Windsor is seeking an Associate Wealth Advisor to join a dynamic Advisory Team. You will help implement the team’s wealth management strategy for clients.

What will you do?

Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.

Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.

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.

Support advisory team and client 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

Approval as a Registered Representative (RR) with CIRO (formerly IIROC)

Successful completion of the Wealth Management Essentials (WME) course

University degree

A self-directed individual with a growth and goals-oriented mindset

Exceptional written and verbal communication skills in English

Nice to Have

4 years or more of professional experience within investment industry

Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation

Meticulous attention to detail and strong problem solving and analytical skills

Highly-developed client service skills

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to do challenging work

Opportunities to building close relationships with clients

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

1922 WYANDOTTE ST E:WINDSOR

City:

WINDSOR

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-02-05

Application Deadline:

2025-02-25

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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