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Added 12 hours ago
T
PIA Client Service Associate
TD
Markham, 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 1 day ago
SA
Senior Advisor, Academic Operations
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Temporary
As the Senior Advisor, Academic Operations, you play a key role in ensuring pathway programs run smoothly from planning through delivery. You will oversee program staffing, scheduling,…
Added 1 day ago
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Senior Advisor, Academic Operations
SAIT
Calgary, AB
- Temporary
As the Senior Advisor, Academic Operations, you play a key role in ensuring pathway programs run smoothly from planning through delivery. You will oversee program staffing, scheduling,…
Added 1 day ago
T
PIA Client Service Associate
TD
Toronto, 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 2 days ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
Support Client Onboarding: Work collaboratively with the Advisor team to welcome and seamlessly onboard new clients, ensuring positive first impressions and smooth account setup.
Added 2 days ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
T
PIA Client Relationship Associate
TD
Concord, ON · Toronto, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 2 days ago
T
Vice President, Relationship Manager - TD Asset Management
TD
Calgary, AB
- Full-time
…management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and…
Added 2 days ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
Support Client Onboarding: Work collaboratively with the Advisor team to welcome and seamlessly onboard new clients, ensuring positive first impressions and smooth account setup.
Added 2 days ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
R
Associate
RBC
Toronto, ON
- Full-time
Support Client Onboarding: Work collaboratively with the Advisor team to welcome and seamlessly onboard new clients, ensuring positive first impressions and smooth account setup.
Added 2 days ago
A
WHS Specialist
Amazon
New Westminster, BC
- Full-time
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 2 days ago
RD
Associate
RBC Dominion Securities
Windsor, ON
- Full-time
Assist the Advisor team with client onboarding.
Added 2 days ago
MC
Communications Coordinator (12-month contract)/Coordonnateur ou coordonnatrice des communications (contrat 12 mois)
Make-A-Wish Canada
Halifax, NS
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 2 days ago
Communications Coordinator (12-month contract)/Coordonnateur ou coordonnatrice des communications (contrat 12 mois)
Make-A-Wish Canada / Rêves d'enfants Canada
Halifax, NS
-Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish® Canada
Added 2 days ago
Communications Coordinator (12-month contract)
Make-A-Wish Canada / Rêves d'enfants Canada
Halifax, NS · Dartmouth, NS
-Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish® Canada
Added 2 days ago
DF
Associate Consultant - Securities Licensed
Dumitru Flanagan & Associates IG Private Wealth Management
Victoria, BC
- Full-time
· Collaborate closely with the Lead Advisor on onboarding activities, client events, including preparing preliminary materials, coordinating discovery steps, managing required…
Added 3 days ago
HC
Associate Insurance Advisor for Irons Financial | Co-operators
HR Covered Inc.
Norfolk, ON
- Full-time
If so, Irons Financial Services Inc. | Co-operators is looking for an Associate Insurance Advisor to join their growing team. This role is for an experienced insurance professional who…
Added 3 days ago
WHS Specialist
Amazon
New Westminster, BC
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 3 days ago
T
Relationship Manager - TD Asset Management
TD
Toronto, ON
- Full-time
…management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and…
Added 3 days ago
RB
Associate
Royal Bank of Canada
Windsor, ON
- Full-time
Assist the Advisor team with client onboarding.
Added 3 days ago
R
Associate
RBC
Windsor, ON
- Full-time
Assist the Advisor team with client onboarding.
Added 3 days ago
T
PIA Client Service Associate
TD
Guelph, ON
- Part-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 3 days ago
FW
Lead Client Services Associate
Flatiron Wealth
Toronto, ON
- Full-time
We're looking for an experienced Lead Client Service Associate who takes pride in delivering exceptional service, thrives on solving problems, and knows how to keep people, priorities, and…

RBC Dominion Securities

Associate Advisor

Toronto, ON, Canada

$38,000.00- $60,000.00 · Full-time

Apply About employer

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Job details

Pay: $38,000.00- $60,000.00
Job type: Full-time
Apply by: Nov 6, 2026
Experience: 5-10 years of wealth management experience in a role with direct advisory responsibility to enterprising families.
Posting language: English
Posted: Oct 23, 2026

Original job description

Job Description

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

Michael Yhip Wealth Partners is a multi-disciplinary wealth management practice within RBC Dominion Securities, serving founders, business owners and multi-generational families with family office-level needs. We act as primary advisor and chief investment officer for our clients, and we coordinate the tax, legal and corporate finance specialists around each family so that advice is delivered under one integrated plan.

We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.

What will you do?

Serve as the day-to-day relationship owner for an assigned group of client families, with a thorough understanding of each family’s goals, structure, risk tolerance and evolving needs.
Lead regular client review meetings, including agenda, preparation and follow-up, and keep advice aligned with each family’s plan.
Coordinate the delivery of investment, financial planning, tax and estate services by engaging the right internal specialists and external advisors at the right time.
Steward clients through complex, multi-year wealth roadmaps, including business transitions, liquidity events and succession planning.
Identify opportunities to add value, such as additional planning needs, specialist referrals and the consolidation of held-away assets.
Lead the onboarding of new client families and ensure a smooth, well-documented transition.
Maintain accurate and compliant records of client interactions, advice and suitability documentation.
Support the growth of the practice through referrals and relationships with centres of influence.

What do you need to succeed?

Must Have:

5-10 years of wealth management experience in a role with direct advisory responsibility to enterprising families.
A demonstrated track record of stewarding clients through a significant and complex wealth management roadmap, such as the sale of a business, a liquidity event or multi-generational planning.
A track record of partnership within your organization and with external professionals, including lawyers, accountants and other advisors.
Exceptional client focus, with an instinct for the client experience and a habit of anticipating needs.
Exceptional written and verbal communication in English, including the ability to explain complex financial concepts clearly to clients and their advisors.
CIRO registration, or eligibility for registration, with the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME) completed.
A clean regulatory and compliance record.

Nice to Have:

Professional designations such as CFP, CIM, CFA, CPA, TEP, FEA or CLU, or progress towards one.
A Life Licence (LLQP) to advise on insurance solutions.
Working knowledge of holding company structures, corporate-to-personal extraction strategies and estate freezes.
Confidence leading conversations with clients about markets, portfolio performance and fees.

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:

ROYAL BANK PLAZA, 200 BAY ST: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:

2026-10-23

Application Deadline:

2026-11-06

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

Manage day-to-day relationships with assigned client families, lead review meetings, and coordinate investment, financial planning, tax, and estate services with internal specialists and external advisors. Guide clients through complex wealth plans and transitions, identify opportunities to add value, onboard new families, maintain compliant records, and support practice growth through referrals.

Requirements

Requires 5–10 years of wealth management experience with direct advisory responsibility to enterprising families and a record of guiding clients through complex wealth events and collaborating with professional advisors. Candidates must have or be eligible for CIRO registration, have completed the CSC, CPH, and WME, maintain a clean compliance record, and demonstrate exceptional client focus and English communication skills.

Skills

Wealth Management
Investment Management
Financial Planning
Estate Planning
Tax Planning
Succession Planning
Business Transition Planning
Client Meeting Leadership
Client Onboarding
Regulatory Compliance
Suitability Documentation
Referral Development
Financial Communication

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock
Professional Development Opportunities
Client Relationship-Building Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Management
Financial Planning
Estate Planning
Tax Planning
Succession Planning
Business Transitions
Liquidity Events
Multi-Generational Planning
Family Office
Holding Company Structures
Estate Freezes
Portfolio Performance
Client Onboarding
Suitability Documentation
Regulatory Compliance
CIRO Registration
Canadian Securities Course
Conduct and Practices Handbook
Wealth Management Essentials
CFP
CIM
CFA
CPA
TEP
FEA
CLU
LLQP

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