Company Description RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms, dedicated to earning the right to be clients’ first choice for wealth management services. For over a century, the firm has supported individuals, families, businesses, charitable foundations, and organizations in building and preserving wealth through sound financial planning and trusted investment advice. Advisors benefit from access to best-in-class tools, resources, and support to help scale and grow their practices. The firm emphasizes comprehensive, client-focused solutions and a strong commitment to professional excellence in a collaborative environment. RBC Dominion Securities continues to invest in its people and platforms to deliver unparalleled wealth management experiences. Role Description The Associate Investment Advisor is a full-time, on-site role based in Montreal, QC. This position supports an Investment Advisor team in delivering comprehensive wealth management solutions, including assisting with financial planning, investment recommendations, and portfolio administration. Day-to-day tasks include preparing client presentations and reports, conducting research on investment products and market trends, and responding to client inquiries in a timely and professional manner. The role also involves maintaining accurate client records, processing account transactions, ensuring compliance with regulatory and firm policies, and coordinating client meetings and follow-ups. The Associate Investment Advisor collaborates closely with internal partners to help provide an exceptional client experience and contribute to the growth of the advisory practice. Qualifications Candidates should possess strong skills in Financial Planning and Finance, with the ability to interpret client goals and develop structured recommendations. Candidates should possess expertise in Investments and Investment Strategies, including understanding of portfolio construction, risk management, and market analysis. Candidates should possess solid Customer Service capabilities, demonstrating professionalism, responsiveness, and a client-centered approach. Relevant education in business, finance, economics, or a related field; professional designations or progress toward them (e.g., CFA, CFP, CIM) are an asset. Strong analytical, organizational, and time-management skills, with attention to detail and accuracy in documentation and reporting. Excellent written and verbal communication skills in English; proficiency in French is highly beneficial for client interactions in Montreal. Comfort working with digital tools, CRM systems, and MS Office (Excel, PowerPoint, Word); familiarity with investment platforms is an advantage. Ability to work collaboratively in a team-based environment while exercising sound judgment and maintaining confidentiality.