Associate Wealth & Investment Advisor

AURORAonsitejunior

Posted 3 days ago · via Workday

About this role

Job Description What is the opportunity? The RBC Dominion Securities branch located in Aurora is seeking an Associate Wealth & Investment Advisor to join a high performing Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key. What will you do? 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. Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities. Deepen existing relationships with Centers of Influence (COIs) through ongoing management.…

Read the full description on 0000050079 London Branch Of Royal Bank Of Canada's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: express, aurora

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in AURORA. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

expressaurora

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