Job Summary Job Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/dominion-securities The RBC Dominion Securities branch located in Windsor is seeking an Associate Wealth Advisor to join a dynamic Advisory Team. You will help implement the team’s wealth management strategy for clients. What will you do? Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required. Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary. Respond to client account inquiries and remain accountable to follow-up, as required. Help build and execute business plans, client segmentation, and client service plans. Identify and execute opportunities among existing client base for asset consolidation, referrals, etc. Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up. What do you need to succeed? Must Have Approval as a Registered Representative (RR) with CIRO (formerly IIROC) Successful completion of the Wealth Management Essentials (WME) course University degree A self-directed individual with a growth and goals-oriented mindset Exceptional written and verbal communication skills in English Nice to Have 4 years or more of professional experience within investment industry Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation Meticulous attention to detail and strong problem solving and analytical skills Highly-developed client service skills What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement Additional Job Details Address: 1922 WYANDOTTE ST E:WINDSOR City: WINDSOR Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-05-15 Application Deadline: 2025-06-02 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.? We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
