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Added 6 mins ago
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Quality Assurance Coordinator
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Mississauga, ON · CAN > ON > Mississauga > Viscount
- Full-time
This role is in support of Cencora’s global logistics and storage services marketed through our World Courier business.
Added 6 mins ago
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…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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Financial Planner - Vietnamese Language skill preferred
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- Full-time
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Financial Planner- SW, Calgary
TD
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- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
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Investment Advisor I
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Financial Planner- Southwest, Calgary
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- Full-time
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- Full-time
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Developing Investment Advisor
TD
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Added 6 mins ago
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- Full-time
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Universal Banker I
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Universal Banker I (Cantonese/Mandarin Speaking)
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Added 23 mins ago
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Media Sales Representative
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RBC Dominion Securities

Associate Advisor

Toronto, ON, Canada

$38,000.00- $60,000.00 · Full-time

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Job details

Pay: $38,000.00- $60,000.00
Job type: Full-time
Apply by: Oct 19, 2026
Experience: 3+ years of experience in wealth management, including client relationship management
Posting language: English
Posted: Sep 10, 2026

Original job description

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

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

Additional Job Details

Address:

170 BLOOR ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-27

Application Deadline:

2026-10-19

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

Manage relationships and account operations for more than 100 client households, providing portfolio reviews, performance monitoring, transactions, and responsive ongoing service. Develop financial plans and investment portfolios, anticipate client needs, and coordinate with internal teams to resolve issues and support client satisfaction and retention.

Requirements

Requires at least three years of wealth management experience, including client relationship management, strong English communication, initiative, independent problem-solving, and collaborative teamwork. Candidates must hold a CIRO Registered Representative registration or the specified Canadian investment exams; CFP, CFA, or CIM studies are an asset.

Skills

Customer Service
Investment Management
Portfolio Reviews
Account Management
Financial Planning
Problem-Solving
Decision-Making
Written Communication
Verbal Communication
Team Collaboration
Attention to Detail
Client Retention

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock
Coaching and Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisory
Registered Representative
CIRO
Canadian Investment Regulatory Exam
Retail Securities Exam
Financial Planning
Investment Portfolios
Portfolio Reviews
Investment Performance Monitoring
Account Opening
Account Maintenance
Securities Transactions
Fund Transfers
Client Service
Client Retention
Compliance
Portfolio Management
CFP
CFA
CIM
Problem-Solving
Relationship Management

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