Join RBC Dominion Securities as a Wealth Management Associate Advisor in Moncton, Canada. This role emphasizes proactive client support and relationship building to foster financial success.
As an Associate Advisor, you will collaborate with an Investment Advisor team in a full-time capacity. Your responsibilities include developing business plans, identifying asset consolidation opportunities, and nurturing relationships with high-net-worth clients and Centers of Influence. This position is pivotal for those passionate about wealth management and client satisfaction.
Key Responsibilities:
• Build and execute targeted business plans and client segmentation
• Identify referrals for asset consolidation within existing clients
• Leverage RBC’s strong reputation for client acquisition
• Manage relationships with key Centers of Influence
• Coordinate customized portfolio creation with internal specialists
Requirements:
• Approved Registered Representative (RR) wit...