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Added 5 mins ago
IFM Associate
CI Financial
Toronto, ON
Full-time
We are currently hiring for a full–time IFM Associate to join the IFM team in Toronto. In this dynamic role, the successful candidate will be exposed, and provide service, to many…
Added 35 mins ago
Associate
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Toronto, ON
Full-time
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(CAN) Customer Service Manager
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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 clients and creating financial plans
Posting language: English
Posted: Sep 23, 2026

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Original 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?

Assist customers in the development of investment strategies and selecting the best products to support such strategies.
Support cross-sells of banking services and counsels customers on financial matters and investment instruments.
Expand existing relationships and develops new customer relationships through prospecting, networking, and referrals.
Establish 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
CFP license
Relationship management and financial planning experience
Must have minimum of 5 years relative industry experience managing clients and creating financial plans
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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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 and manage client portfolios, and provide proactive advice and support to clients. Grow the business through prospecting, referrals, asset consolidation, cross-selling, and relationship management while researching markets and supporting the advisory team.

Requirements

Must be licensed with CIRO as a Registered Representative, hold a CFP license, and have relationship management and financial planning experience, including at least five years of relevant industry experience managing clients and creating financial plans. Strong English communication and Microsoft Office skills are required; investment-industry experience, attention to detail, problem-solving, analytical ability, and client service skills are preferred.

Skills

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

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

CIRO
Registered Representative
CFP
Financial Planning
Investment Management
Wealth Management
Investment Strategies
Investment Portfolios
Stocks
Bonds
Mutual Funds
Business Development
Prospecting
Networking
Referrals
Cross-Selling
Asset Consolidation
Financial Plans
Market Research
Microsoft Office Suite
Customer Service
Decision Making
Centers Of Influence

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