Associate Advisor

Overview

RBC Dominion Securities is a relationship‑focused investment and wealth management firm that consistently ranks #1 in Canada. We pride ourselves on a collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

Responsibilities

• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to detail; liaise with various departments where necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients; manage timelines and key dates for accounts.
  Full-time Other-General

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