Base: $38,000 - $55,000; bonus/equity: up to 1.5x ...
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Proactive client service
Financial planning advice
Wealth management strategies
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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.
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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
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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.
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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