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Added 4 mins ago
PIA Client Service Associate
TD
Orangeville, ON
Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 4 mins ago
customer Experience Associate
TD
Sherwood Park, AB
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 mins ago
Associate, PWM Business Controls - Policy, Oversight & Procedures
TD
Toronto, ON
Full-time
Reporting to the Senior Manager, PWM & FP Business Controls Policy, Oversight & Procedures, the Associate supports the effective delivery of key Policy, Oversight and Procedures activities…
Added 4 mins ago
Personal Banking Associate
TD
Oshawa, ON
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 4 mins ago
Customer Experience Associate
TD
Guelph, ON
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 mins ago
PIA Client Service Associate
TD
London, ON
Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 4 mins ago
Personal Banking Associate
TD
Oshawa, ON
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 4 mins ago
Personal Banking Associate
TD
Salmon Arm, BC
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 4 mins ago
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis for future opportunities in Etobicoke
TD
Toronto, ON
Part-time
…Non-Status), Inuit, and Métis with interest in the Customer Experience Associate role. For other opportunities, both for First Nation, Inuit, and Métis communities and others, please visit…
Added 4 mins ago
Customer Experience Associate
TD
Dorchester, ON
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 mins ago
Personal Banking Associate (Part-Time) - Mandarin and/or Cantonese
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Markham, ON
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…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 19 mins ago
Business Development Associate (6 month contract) CIBC Wood Gundy
CIBC
Vancouver, BC
Part-time
…serving our high-net-worth clientele. As a Business Development Associate, you will be responsible for providing support to the Investment Advisor team in our Wood Gundy brokerage. You’ll…
Added 4 hours ago
Personal Banking Associate Trainee
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Calgary, AB
Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
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Manager, Privately Managed Portfolios
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Toronto, ON
Full-time
Coordinate onboarding and development programs for Associate Portfolio Managers and Portfolio Managers.
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Associate, Data Management
Investment Management Corporation of Ontario (IMCO)
Toronto, ON
Full-time
…teams (Performance Management, Risk, Investment Operations and Investments) and external business partners in executing key operational tasks, this role is critical in developing and…
Added 5 hours ago
ASSOCIATE, GROWTH VENTURE FUND
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Toronto, ON
Full-time
…collaboratively with partners, associates and analysts, the Associate is an integral member of the BDC Capital team and is involved in all aspects of the investment and portfolio management…
Added 7 hours ago
Lead, AI/Machine Learning Engineer
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Toronto, ON
Full-time
…business areas to prototype, build, and ship AI solutions across Investments, Pension Services, Finance, and Corporate…
Added 17 hours ago
Associate Advisor
Royal Bank of Canada
Ottawa, ON
Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 17 hours ago
Canada Registered Branch Associate Trainee
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Revelstoke, BC
Full-time
If you’re looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are…
Added 18 hours ago
Customer Experience Associate- Vietnamese Language Skills an Asset
TD
Vancouver, BC
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 19 hours ago
Associate Advisor
RBC Dominion Securities
Ottawa, ON
Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 19 hours ago
Associate Advisor
RBC Dominion Securities
Ottawa, ON
Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 19 hours ago
Customer Experience Associate
TD
Vancouver, BC
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 20 hours ago
Manager III
TD
Toronto, ON
Full-time
Lead monthly and quarterly oversight reviews for assigned Portfolio Managers, Associate Portfolio Managers, and managed-account households to assess alignment with clients’ Investment…
Added 20 hours ago
Customer Experience Associate
TD
Camrose, AB
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…

RBC Dominion Securities

Associate Advisor

Ottawa, ON, Canada

Pay: $38,000.00- $60,000.00
Job type: Full-time
Apply by: Oct 7, 2026
Experience: Must have minimum of 5 years relative industry experience managing portfolios and clients
Posting language: English
Posted: Sep 23, 2026

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Original job description

Job Description

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?

Assists customers in the development of investment strategies and selecting the best products to support such strategies.
Supports cross-sells of banking services and counsels customers on financial matters and investment instruments.
Expands existing relationships and develops new customer relationships through prospecting, networking, and referrals.
Establishes individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives.
Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
Help build and execute business plans, Wealth Management objectives and client service plans.
Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.

What do you need to succeed?

Must Have

Licensed with CIRO as a Registered Representative
CFA and/or CIM
Investment management experience and capabilities
Must have minimum of 5 years relative industry experience managing portfolios and clients
Exceptional written and verbal communication skills in English
Strong skills working with business applications/technology, including Microsoft Office Suite

Nice to Have

4 years or more of professional experience within the investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
Challenging work that will help you grow professionally
Ongoing opportunities to build close relationships with clients

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

45 O'CONNOR ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-23

Application Deadline:

2026-10-07

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:

$38,000.00- $60,000.00

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:

1.5x

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</a/p>

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 investment strategies and financial plans, build client portfolios, and manage client relationships through meetings, account support, and follow-ups. Grow the business through prospecting, referrals, asset consolidation, cross-selling, and collaboration with RBC partners while researching markets and investments.

Requirements

Candidates must be licensed with CIRO as a Registered Representative, have CFA and/or CIM credentials, and bring at least five years of relevant industry experience managing portfolios and clients. Strong English communication, Microsoft Office and business technology skills, and investment management capabilities are required.

Skills

Investment Management
Portfolio Management
Financial Planning
Investment Strategy
Business Development
Prospecting
Networking
Cross-Selling
Client Service
Market Research
Communication
Problem Solving
Analytical Skills
Microsoft Office

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

CIRO
Registered Representative
CFA
CIM
Investment Management
Portfolio Management
Wealth Management
Financial Planning
Investment Strategies
Stocks
Bonds
Mutual Funds
Client Relationships
Business Development
Prospecting
Networking
Referrals
Cross-Selling
Asset Consolidation
Centers Of Influence
Market Research
Microsoft Office Suite
Client Service
Financial Instruments

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