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Added 13 mins ago
SC
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- Full-time
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Senior Advisor, Stakeholder Relations
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Added 59 mins ago
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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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