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Added 2 mins ago
Associate Financial Advisor
CIBC
Surrey, BC
Full-time
…a meaningful difference on the lives of our clients. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend…
Added 2 mins ago
Customer Experience Associate - Petawawa, ON (18.75 hours/week)
Scotiabank
Petawawa, ON
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 17 mins ago
Associate
Royal Bank of Canada
Toronto, ON
Full-time
Client Service Operations will focus on establishing product vision, strategy and roadmap for the newly established Cash Management business in RBC US as well as support with Payment &…
Added 17 mins ago
Sales Associate Full Time - Shoppers World
Wow! Mobile Boutique
Brampton, ON
Full-time
…de notre activité. Nous nous concentrons sur une expérience client personnalisée, en fournissant des solutions des principaux opérateurs de services sans fil au Canada, TELUS, Rogers,…
Added 17 mins ago
Sales Associate Full Time - Burlington Mall
Wow! Mobile Boutique
Burlington, ON
Full-time
…de notre activité. Nous nous concentrons sur une expérience client personnalisée, en fournissant des solutions des principaux opérateurs de services sans fil au Canada, TELUS, Rogers,…
Added 17 mins ago
Associate, Brokerage Operations (Corporate Actions and Dividends)
Wealthsimple Technologies
Remote, Canada
$54,400 to $68,000 CAD / year
Full-time · Remote
The Corporate Actions team sits within Investing Operations, the group responsible for how Wealthsimple manages client positions across billions of dollars in assets. We own the full life…
Added 17 mins ago
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
Full-time
As an Associate Portfolio Manager, you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works…
Added 17 mins ago
Associate Director, Platform Enablement
Royal Bank of Canada
Toronto, ON
Full-time
Added 17 mins ago
Private Banker
Royal Bank of Canada
Brossard, QC
Full-time
Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key…
Added 47 mins ago
Associate, Client Service
DATA Communications Management Corp
Richmond Hill, ON
$45,000 to $50,000 CAD / year
Full-time
As an Associate, Client Service, you’ll play a key part in ensuring our clients receive outstanding support and seamless service, from onboarding new clients to managing ongoing requests…
Added 47 mins ago
Senior IT Consultant and Lead, Client Experience
IX Solutions Ltd.
Remote, Canada
$90,000 to $115,000 CAD / year
Full-time · Remote
…experience and deliver trusted solutions that are flexible to meet client business needs. Founded in 2018, our company supports clients across Western Canada from remote offices in Calgary,…
Added 47 mins ago
PIA Client Service Associate
TD
Orangeville, ON
Full-time
…value clients? If 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…
Added 47 mins ago
customer Experience Associate
TD
Sherwood Park, AB
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 47 mins ago
Associate, PWM Business Controls - Policy, Oversight & Procedures
TD
Toronto, ON
Full-time
…maintaining policies, standards, and procedures for our PWM & FP client facing colleagues to help ensure they have access to clear, current and practical business resources which enable…
Added 47 mins ago
Personal Banking Associate
TD
Oshawa, ON
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 47 mins ago
Customer Experience Associate
TD
Guelph, ON
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 47 mins ago
PIA Client Service Associate
TD
London, ON
Full-time
…value clients? If 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…
Added 47 mins ago
Personal Banking Associate
TD
Oshawa, ON
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 47 mins ago
Personal Banking Associate
TD
Salmon Arm, BC
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 47 mins ago
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis for future opportunities in Etobicoke
TD
Toronto, ON
Part-time
…Non-Status), Inuit, and Métis with interest in the Customer Experience Associate role. For other opportunities, both for First Nation, Inuit, and Métis communities and others, please visit…
Added 47 mins ago
Customer Experience Associate
TD
Dorchester, ON
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 47 mins ago
Personal Banking Associate (Part-Time) - Mandarin and/or Cantonese
TD
Markham, ON
Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 47 mins ago
Model Risk Management Quant Associate/AVP- Market
MUFG
Toronto, ON
Full-time
…150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and…
Added 47 mins ago
Client Success Enablement Specialist
Morgan Stanley
Calgary, AB
Full-time
The Client Success Enablement Specialist (CSE) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate…
Added 1 hour ago
Associate
RBC Dominion Securities
Vancouver, BC
Full-time
The RBC Dominion Securities branch located in downtown Vancouver, is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team.

RBC

Associate Advisor

Ottawa, ON, Canada

Pay: $38,000.00- $60,000.00
Job type: Full-time
Apply by: Oct 7, 2026
Experience: Must have minimum of 5 years relative industry experience managing clients and creating financial plans
Posting language: English
Posted: Sep 23, 2026

Apply About employer

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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.

As an Associate Advisor, you will work with the 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?

Assist customers in the development of investment strategies and selecting the best products to support such strategies.
Support cross-sells of banking services and counsels customers on financial matters and investment instruments.
Expand existing relationships and develops new customer relationships through prospecting, networking, and referrals.
Establish individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives.
Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
Help build and execute business plans, Wealth Management objectives and client service plans.
Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.

What do you need to succeed?

Must Have

Licensed with CIRO as a Registered Representative
CFP license
Relationship management and financial planning experience
Must have minimum of 5 years relative industry experience managing clients and creating financial plans
Exceptional written and verbal communication skills in English
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 Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

45 O'CONNOR ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-23

Application Deadline:

2026-10-07

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.

Join our Talent Community

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.

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

The Associate Advisor will assist the Investment Advisor team in developing investment strategies and managing client relationships to help clients achieve financial goals. They are responsible for prospecting new business, executing financial plans, and conducting ongoing market research to support advisory services.

Requirements

Candidates must hold a CIRO Registered Representative license and a CFP designation with at least 5 years of industry experience. Strong communication skills and proficiency in Microsoft Office are required to manage client portfolios and business development activities.

Skills

Customer service
Financial planning
Relationship management
Investment strategies
Business development
Portfolio management
Prospecting
Networking
Market research
Communication skills
Microsoft Office Suite
Problem solving
Analytical skills
Investment instruments
Asset consolidation

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
Wealth Management
CIRO
Registered Representative
CFP
Financial Planning
Investment Strategies
Banking Services
Prospecting
Networking
Financial Plans
Investment Portfolios
Stocks
Bonds
Mutual Funds
Client Relationships
Business Development
Market Research
Microsoft Office Suite
Asset Consolidation
Referrals
Centers of Influence
Total Rewards Program
Investment Industry

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