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Added 15 mins ago
B
Client Service Associate
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Calgary, AB · CALG
- Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing…
Added 15 mins ago
B
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- Full-time
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RD
Associate Advisor
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Ottawa, ON
- Full-time
Help build and execute business plans, Wealth Management objectives and client service plans.
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RBC Dominion Securities

Associate Advisor

Moncton, NB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 23, 2026
Experience: 4 years or more of professional experience within the investment industry
Posting language: English
Posted: Oct 9, 2026

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.

The Moncton RBC Dominion Securities branch is seeking talented, self-directed individuals with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.

As an Associate Advisor, you will work with an 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?

Help build and execute business plans, client segmentation exercises, and client service plans.
Identify opportunities for asset consolidation and referrals across the existing client base.
Lean on RBC Dominion Securities' strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.

What do you need to succeed?

Must-have

Approval as a Registered Representative (RR) with CIRO
Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
University degree
Exceptional written and verbal communication skills in English and French.
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 Relationships, Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement, Investments

Additional Job Details

Address:

633 MAIN ST, UNIT 650:MONCTON

City:

Moncton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-09

Application Deadline:

2026-10-23

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</a/span>

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.

Apply About employer

More about this job

Responsibilities

Support an Investment Advisor team and clients throughout the wealth management process, including executing business and client service plans, coordinating specialists, managing documentation, and following up on progress. Identify opportunities to deepen client relationships, consolidate assets, generate referrals, and grow the business while building relationships with high-net-worth clients, Centers of Influence, and RBC partners.

Requirements

Applicants must be approved as a Registered Representative with CIRO, have completed the Wealth Management Essentials course or Investment Management Techniques, and hold a university degree. They must have strong English and French communication skills and proficiency with business applications such as Microsoft Office; four or more years of investment industry experience is preferred.

Skills

Customer Service
Investment Management
Business Planning
Client Segmentation
Asset Consolidation
Referral Development
Relationship Management
Wealth Management
Documentation Management
Progress Tracking
Written Communication
Verbal Communication
Microsoft Office
Problem Solving
Analytical Skills

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock Options

Visa sponsorship

Not detected in the job text

Keywords

Registered Representative
CIRO
Wealth Management Essentials
Investment Advisor
Investment Industry
Wealth Management
Investment Management
High-Net-Worth Individuals
Business Owners
Client Service Plans
Business Planning
Client Segmentation
Asset Consolidation
Referrals
Centers of Influence
Client Relationships
RBC Partners
Microsoft Office Suite
Documentation Management
Progress Tracking
Problem Solving
Analytical Skills
English Communication
French Communication

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