Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities..., families and business owners and manage their complex financial needs. Leverage RBCs extensive investment and wealth...
security through leading-edge insurance, investment, and mortgage solutions Deliver exceptional client service and advice...
and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It..., you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments...
-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities...Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth...
for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team... opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage...
opportunities within the existing client base Coordinate/Participate in client meetings and events with the Investment Advisor... Assist the advisor in developing investment and financial plans Proactively recommend team and business process improvements...
Investment Advisor and clients/prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work... and recommendations Assist the advisor in developing investment and financial plans Proactively recommend team and business process...