Associate Investment Advisor

RBC Dominion Securities

Courtenay, Canada
Base: $38,000 - $55,000; bonus/equity: up to 1.5x ...
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Proactive client service
Financial planning advice
Wealth management strategies
** RBC Dominion Securities is seeking an Associate Investment Advisor for its Courtenay, Canada branch. The role involves supporting an Investment Advisor by enhancing client relationships, facilitating meetings, and providing tailored financial advice. **

Job Summary

  • As an Associate Wealth Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm.
  • We thrive on the challenge of continuous improvement, embracing progressive thinking to foster growth and collaboration.
  • As part of our team you, you will benefit from a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock options where applicable.

Matching Summary

Match Score: 75

** RBC Dominion Securities is seeking an Associate Investment Advisor for its Courtenay, Canada branch. The role involves supporting an Investment Advisor by enhancing client relationships, facilitating meetings, and providing tailored financial advice. **

Salary

Base: $38,000 - $55,000; Bonus/Equity: up to 1.5x base salary; Benefits: comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • Proactive client service
  • Financial planning advice
  • Wealth management strategies
  • Client relationship management
  • New client acquisition
  • Problem resolution skills

Nice-to-have

  • Progressive thinking
  • Continuous improvement
  • Teamwork and collaboration
  • Meaningful contributions

Key Requirements

  • 3 years of relevant investment industry experience
  • Canadian Investment Regulatory Exam, CIRE
  • Retail Securities Exam
  • Canadian Securities Course/University degree
  • CIM / FMA designations
  • Salesforce experience

Work Rights

Not specified

Tailored Resume

Cover Letter