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Added 13 mins ago
Store Manager - BOSS Store, St Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 28 mins ago
Client Advisor- EN
RBC
Montreal, QC
Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 28 mins ago
Talent & Culture Coordinator
360.Agency
Montreal, QC
Full-time
Help organize social activities, internal events, and employee engagement initiatives;
Added 28 mins ago
Manager of Groups & Programs
Tourism Windsor Essex Pelee Island
Windsor, ON
Full-time
Reporting to the Vice President of Marketing and Communications, this Manager role is responsible for advancing Tourism Windsor Essex Pelee Island’s (TWEPI) priorities through: (1) Group…
Added 42 mins ago
Team Lead, Recreation (Internal Posting)
YBC
Vanderhoof, BC
$20.25 to $20.79 CAD / hour
Full-time
Training and Professional Development Opportunities
Added 57 mins ago
Future Opportunities: Business Development Manager
Ayming
Toronto, ON
Full-time
Ayming Canada is part of a leading international Business Performance Consulting Group, with over 1,600 employees across 16 countries. Our Canadian offices operate with a dynamic start-up…
Added 1 hour ago
Sales Manager, USA
ACIC Equipment USA Inc.
Brantford, ON
Full-time
Role Description The Sales Manager role is a full-time hybrid position based in Brantford, ON, with flexibility for some work from home. The Sales Manager will oversee the full sales cycle…
Added 1 hour ago
RQ00810 - Project Manager/Leader - Senior
Maarut
Toronto, ON
Contract
Leads organizational development, strategy development, business planning, and Ministry funding requests.
Added 2 hours ago
Senior Manager, Digital Delivery Enablement
Royal Bank of Canada
Toronto, ON
Full-time
In this role you will manage the development and execution of digital product strategies and projects of moderate complexity, ensuring alignment with business objectives and delivering…
Added 2 hours ago
Senior Manager, Risk and Controls Global Functions Technology
Royal Bank of Canada
Halifax, NS
Full-time
Are you passionate about Risk? We are looking for an experienced professional to fill the role of Senior Manager, Risk and Controls, for the Risk and Governance team in Global Functions…
Added 2 hours ago
Relationship Manager, Business Markets Intern
Royal Bank of Canada
St. John's, NL
Full-time
Business development and client acquisition and prospecting skills, including building and leveraging valuable Centres of Influence within the local business community
Added 2 hours ago
Assistant Shop Manager - BOSS Shop, Holt Renfrew Square One
HUGO BOSS Canada, Inc.
Mississauga, ON
Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 2 hours ago
Assistant Shop Manager - BOSS Shop, Holt Renfrew Calgary
HUGO BOSS Canada, Inc.
Calgary, AB
Internship · Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 2 hours ago
Assistant Manager - BOSS Store, St Bruno
HUGO BOSS Canada, Inc.
Saint-Bruno-de-Montarville, QC
Other
Utilize effective communication skills in training and developing staff, delivering exceptional service to customers, driving business with the merchant group and general problem solving.
Added 2 hours ago
Resident Relations and Engagement Specialist
York Region (The Regional Municipality of York)
Newmarket, ON
Contract
Reporting to the Program Manager, Housing Programs, is responsible for supporting development and leading the implementation of resident relations and engagement strategies for Housing York…
Added 3 hours ago
Assistant Branch Manager
Royal Bank of Canada
Rouyn-Noranda, QC
Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 3 hours ago
Client Advisor
Royal Bank of Canada
White River, ON
Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 3 hours ago
Principal Product Manager - Technical AI Solutions
Royal Bank of Canada
Toronto, ON
Full-time
We are seeking a seasoned Principal Product Manager (individual contributor) to lead RBC's AI-powered conversational banking experience. In this role, you will be responsible for leading…
Added 3 hours ago
Manager
Alberta Health Services
Drayton Valley, AB
Full-time
As the Site Manager, you will provide effective leadership to an interdisciplinary team of healthcare professionals dedicated to delivering high quality, patient-centered care to Albertans.…
Added 3 hours ago
Enterprise Sales Manager
HR&S
Montreal, QC
Full-time
Role Description The Enterprise Sales Manager is a full-time, hybrid role based in Montreal, with flexibility to work from home part of the week. This role is responsible for taking care of…
Added 4 hours ago
Assistant Branch Manager- EN
RBC
Rouyn-Noranda, QC
Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 4 hours ago
B2B Sales Executive
Marcus Evans Group
Laval, QC
Full-time
This role reports directly to Draga Sfetsios, Managing Director, a 14-year sales and negotiation leader who has built and developed high-performance teams across multiple cities. You will…
Added 5 hours ago
Manager, Cross Border Individual Tax
ACCA Careers
Abbotsford, BC
Full-time
Network in the local business community, consider business development opportunities and contribute to the preparation and delivery of competitive proposals to meet client needs
Added 5 hours ago
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 5 hours ago
Corporate Manager - Lease & Rental Canada Sales Division
Inland Truck & Equipment
AB · Edmonton, AB
Full-time
The Corporate Manager, Inland Lease & Rental Canada Sales division will be responsible for rental and sales for all Inland Lease & Rental Canada locations. This position will also oversee…

Emplo Inc.

Associate Wealth Advisor

Gatineau, QC, Canada

Job type: Full-time
Apply by: Oct 24, 2026
Experience: Minimum of 5 years of experience in financial planning or wealth management
Posting language: English
Posted: Sep 24, 2026

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Applications open in a new tab.

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities Gatineau branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio manager to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners.

You will play a key role in integrating financial planning into the core client experience - helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning.

The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working directly with clients and who thrives in a collaborative environment.

What will you do?

Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning.
Prepare wealth projections and modeling using firm tools to support client objectives.
Attend client meetings with the portfolio manager, help translate complex planning concepts into actionable strategies.
Identify opportunities for asset consolidation, referrals, and planning improvements within the client base.
Partner with the portfolio manager to integrate financial planning into the core client experience.
Coordinate with internal specialists, external advisors, and centres of influence (COI).
Ensure smooth execution of client strategies, from meeting preparation to post-meeting follow-ups.
Maintain up-to-date knowledge of financial planning best practices, tax legislation, and regulatory requirements.
Support team development by sharing insights, planning tools, and best practices.

What do you need to succeed?

Must-have

Minimum of 5 years of experience in financial planning or wealth management
Financial planner diploma granted by the Institute of Financial Planning
Experience working with high-net-worth clients
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Strong analytical, problem solving, and attention to detail skills
High client service orientation and interpersonal skills
Proficiency with business applications, including Microsoft 365 Apps

Nice-to-have

Registered Representative (RR) with CIRO
Master of Taxation (M.Tax.) and/or Chartered Professional Accountant (CPA)

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
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to building close relationships with clients

Job Skills

Additional Job Details

Address

200 RUE MONTCALM, SUITE R13:GATINEAU

City

Gatineau

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-09-15

Application Deadline

2026-10-13

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

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.

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More about this job

Responsibilities

Develop comprehensive financial plans and wealth projections for high-net-worth clients, and support the portfolio manager in client meetings by translating planning concepts into actionable strategies. Coordinate with internal specialists and external advisors, identify planning and asset-consolidation opportunities, and ensure client strategies are executed and followed up effectively.

Requirements

Requires at least five years of financial planning or wealth management experience, a financial planner diploma from the Institute of Financial Planning, and experience serving high-net-worth clients. Candidates must be bilingual in English and French and have strong analytical, problem-solving, client-service, and interpersonal skills, along with proficiency in Microsoft 365; CIRO Registered Representative status and a Master of Taxation or CPA are assets.

Skills

Financial Planning
Wealth Management
Retirement Planning
Estate Planning
Charitable Planning
Business Succession Planning
Wealth Projections
Financial Modeling
Tax Planning
Insurance Planning
Wealth Transfer Planning
Asset Consolidation
Referral Development
Regulatory Compliance
Microsoft 365

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
High-Net-Worth Clients
Retirement Planning
Estate Planning
Charitable Planning
Business Succession Planning
Wealth Projections
Financial Modeling
Tax Planning
Insurance Planning
Wealth Transfer Planning
Asset Consolidation
Client Referrals
Portfolio Manager
Centres Of Influence
Tax Legislation
Regulatory Requirements
Microsoft 365
Financial Planner Diploma
Registered Representative
CIRO
Master Of Taxation
Chartered Professional Accountant
Bilingual English And French

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