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Added 11 mins ago
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Job Description - Customer Service Representative

Closed listing

Emplo Inc.

Associate Wealth Advisor

Gatineau, QC, Canada

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

This opening has closed.

The original listing is kept below for reference.

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Financial Security Advisor, Insurance
Royal Bank of Canada · Gatineau, QC, Canada

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Original job description

Archived listing. The details below describe a past opening.

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.

About employer

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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