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Added 14 mins ago
TT
Associé / Associée De Magasin De Détail Temps Partiel - Marshalls/Homesense Centre Mega Vaudreuil
The TJX Companies, Inc.
Vaudreuil-Dorion, QC
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 14 mins ago
Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
Montreal, QC
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 14 mins ago
Customer Experience Associate - North Langley, Langley BC (15hrs/week)
Scotiabank
Langley (District), BC · Langley, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 28 mins ago
KS
Temporary Sales Support Associate
kate spade new york
Calgary, AB · Chinook Centre
- Part-time
The Sales Support Associate role is an integral part of the store’s overall success and efficiency; demanding direct attention to our brand commitment when servicing our customers. Leaving…
Added 29 mins ago
WC
(CAN) Pharmacy Manager
Walmart Canada
Antigonish, NS
- Full-time
…Associates' scheduling according to business needs, ongoing associate assessment and periodic performance reviews. Responsible for developing and executing business action plans to meet the…
Added 43 mins ago
MH
Guest Services Associate
MasterBUILT Hotels Ltd.
Kitimat, BC
- Full-time
The Guest Services Associate will work diligently to ensure the quality, cleanliness and service of the property are consistently maintained. They must be committed to the achievement of…
Added 43 mins ago
F
Regional Operations Manager - GTA
Foodtastic
ON · Missisauga, Ontario
- Full-time
including sales, performance, guest experience scores, Food Safety and Associate engagement.
Added 44 mins ago
R|
Research Associate
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…motivated person to fill the position of full-time Research Associate. The team specializes in genetic white matter diseases, leukodystrophies, and related disorders. Under the direction of…
Added 44 mins ago
TT
GTM (Go-To-Market) Partner
Tundra Technical Solutions
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
Rewards and Perks – Competitive health and financial benefits, Associate events, recognition programs, and employee loyalty programs are a few of the perks available at Tundra.
Added 59 mins ago
HR
Associate, Audit & Control (Cash Office)
Holt Renfrew
Toronto, ON
- Full-time
…partnerships with iconic luxury brands, to our commitments to corporate social responsibility, you will be inspired every…
Added 59 mins ago
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Senior Associate, Financial Controls - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Senior Associate, Financial Controls – SLC Management
Added 59 mins ago
SM
Senior Associate, Financial Controls - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Senior Associate, Financial Controls – SLC Management
Added 1 hour ago
Associate, Scotia Financial Planning - Toronto East
Scotiabank
Toronto, ON
As an Associate with Scotia Financial Planning, you will embark on a rewarding career journey designed to accelerate your development as a financial services professional. Working alongside…
Added 1 hour ago
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The TJX Companies, Inc.
Calgary, AB
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
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Retail Store Associate Temporary Part time Winners/Homesense - Argentia
The TJX Companies, Inc.
Mississauga, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
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Sales Associate
Tilley
Halton Hills, ON
- $17 to $18 CAD / hour
- Part-time
Responsible for driving results and enhancing the customer experience by maintaining a neat, clean and safe working environment, and meeting corporate productivity standards.
Added 1 hour ago
W
(can) staff pharmacist
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Stouffville, ON
- Full-time
…must assist in executing the business action plan to achieve corporate business…
Added 1 hour ago
KS
Temporary Associate
kate spade new york
Mississauga, ON · Toronto, ON · Ksny Toronto Asc
- Part-time
The Sales Support Associate ensures an organized, efficient, and customer-ready store by managing deliveries, maintaining accurate stock, and supporting daily floor replenishment and…
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Project Manager, Construction
Canadian Tire Corporation
Kitchener, ON · Quarry Park
- Full-time
Oversee all aspects of assigned projects from a Construction Department view, to meet the needs of internal and external stakeholders including the Associate Dealers (store operators).
Added 2 hours ago
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The TJX Companies, Inc.
Longueuil, QC
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 2 hours ago
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Payroll Coordinator
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $52,230 to $73,122 CAD / year
- Full-time
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Added 2 hours ago
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National Bank of Canada
Toronto, ON
- Full-time
A career as an Associate, Execution at the Ontario National Client Group team at National Bank means being part of a winning team. Financial professionals working together to be the best at…
Added 2 hours ago
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Associé / Associée de Magasin de Détail Temps partiel Winners/HomeSense – Carrefour Angrignon
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- Part-time
Added 2 hours ago
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Retail Store Associate Temporary Marshalls Smart Reit Center
TJX Companies
Orleans, ON
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Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 2 hours ago
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Senior Counsel, Litigation
Walmart
Mississauga, ON
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…belonging so associates thrive and perform; drives a positive associate and customer experience for…

RBC Wealth Management

Senior Associate Advisor

Toronto, ON, Canada

$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 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $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
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 28, 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 MeasurementAdditional 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.

Apply About employer

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. Guide clients through complex wealth plans and transitions, onboard new families, maintain compliant records, and support practice growth through referrals and professional relationships.

Requirements

Requires 5–10 years of wealth management experience with direct advisory responsibility to enterprising families, including experience guiding clients through complex wealth events and collaborating with internal and external professionals. Candidates must have strong client service and communication skills, CIRO registration or eligibility with CSC, CPH, and WME completed, and a clean compliance record; relevant professional designations and an LLQP licence are preferred.

Skills

Wealth Management
Investment Management
Financial Planning
Estate Planning
Tax Planning
Client Review Meetings
Business Succession Planning
Client Onboarding
Regulatory Compliance
Referral Development
Communication
Holding Company Structures
Estate Freezes

Benefits

Bonuses
Flexible Benefits
Commissions
Stock
Professional Growth Opportunities

Visa sponsorship

Not detected in the job text

Keywords

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

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