Elevate your career with RBC Dominion Securities as a Wealth Management Associate Advisor in Vancouver. Utilize your financial planning expertise to enhance client relationships and support investment strategies.
This role calls for a seasoned professional with a background in investment advisory at RBC's Vancouver Main branch. You will play a pivotal role in assisting an Investment Advisor team by providing superior client service and managing client relations effectively. Key responsibilities include client meeting support, service plan development, and investment research to seize business opportunities.
Key Responsibilities:
• Assist in client meetings, preparing key documentation
• Address and resolve client queries in a timely manner
• Participate in developing tailored client service strategies
• Support client acquisition through proactive outreach
• Conduct investment research to inform advisory decisions
Requirements:
• Over 4 years of investment ad...