Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client relationships, managing account operations, and taking full responsibility for client satisfaction and retention.

Success in this role requires exceptional relationship management skills, sound judgment, precision, initiative, and the ability to anticipate needs before they arise.

What will you do?

• Oversee 100+ households, taking full responsibility for relationship management and operations
• Provide comprehensive client service including regular portfolio reviews, performance monitoring, fund transfers, timely responses to client inquiries, and ongoing client engagement
• Independently handle account management activities including account opening, maintenance, transactions, and operational tasks with strong attention to detail
• Anticipate client needs and be resourceful in determining solutions that add value to clients' long-term financial goals
• Develop individual financial plans and help clients build investment portfolios based on their financial needs and objectives
• Collaborate with internal teams (operations, compliance, portfolio management) to ensure seamless execution and issue resolution
• Travel as required

What do you need to succeed?

Must Have

• 3+ years of experience in wealth management, including client relationship management
• Reliable and proactive self-starter who takes initiative, works independently and consistently demonstrates strong problem-solving skills
• Exceptional written and verbal communication skills in English
• Experience working effectively in collaborative team environments
• Registered Representative (RR) with CIRO (previously IIROC) or
• Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam

Nice to Have

• Working on CFP; CFA, or CIM

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
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to take on progressively greater accountabilities
• Opportunities to building close relationships with clients

Job Skills

Additional Job Details

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.