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Added 25 mins ago
CORPORATE TRAVELLER - ONBOARDING SUCCESS MANAGER - TORONTO, ON
Flight Centre Travel Group Canada
ON · Ontario, Canada
Full-time
Act as the primary onboarding contact and trusted advisor for clients.
Added 25 mins ago
CORPORATE TRAVELLER - ONBOARDING SUCCESS MANAGER - OTTAWA, ON
Flight Centre Travel Group Canada
ON · Ontario, Canada
Full-time
Act as the primary onboarding contact and trusted advisor for clients.
Added 39 mins ago
Paid Services Beauty Advisor - Part Time
sephora.com
Saskatoon, SK
$17.5 to $20.6 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 39 mins ago
Beauty Advisor - Flex
sephora.com
Markham, ON
$18.2 to $21.4 CAD / hour
Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 54 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
Talent Acquisition Partner
BPA
Montreal, QC
Full-time
This is more than a recruitment role - it's an opportunity to become a trusted advisor to business leaders across Canada, helping them attract, engage and hire the talent that will shape…
Added 1 hour ago
Coordinator, Region Office Operations - Sudbury, ON
IG Wealth Management
ON · Ontario, Canada
Internship
…operational and administrative support services to members of the Advisor network in Region and Division offices across the…
Added 1 hour ago
Lead Cloud Applications Consultant
Open Text Corporation
Waterloo, ON
You will act as the customer’s trusted advisor and primary technical liaison into OpenText, bringing together Cloud Operations, Product, Engineering, Professional Services, Customer…
Added 1 hour ago
Portfolio Manager, Managed Assets Program (MAP)
Aviso
Toronto, ON
$115,000 to $135,000 CAD / year
Full-time
Act as a strategic bridge between portfolio management, technology, and advisor experience - supporting the continuous improvement of Aviso's Managed Account platform through innovation,…
Added 2 hours ago
Advisor, Procurement
University of Ottawa
Ottawa, ON · Tabaret Hall
Full-time
Added 2 hours ago
Senior Advisor, Program Management
University of Ottawa
Ottawa, ON · Tabaret Hall
Full-time
…ensure alignment with overall program goals. Responsible for recruitment, professional development, performance management and conflict management for the staff under his or her…
Added 2 hours ago
Intermediate Advisor, Procurement
University of Ottawa
Ottawa, ON · Tabaret Hall
Full-time
Added 2 hours ago
Registered Plans Associate - RRIF
Raymond James Ltd.
Vancouver, BC
Full-time
Providing support individually or in conjunction with other team members in investigating and resolving advisor queries within SLA deadlines.
Added 2 hours ago
DAM Engineering Specialist
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…finding new and better ways to deliver exceptional customer and advisor experiences. Our Data Access Management team is part of the Identity and Access Management group, and is responsible…
Added 3 hours ago
Account Executive, Enterprise
Solink
Remote, Canada
$260,000 to $350,000 CAD / year
Full-time · Remote
Build trusted relationships with senior and executive decision-makers, acting as a strategic advisor who connects customer priorities to measurable business value with Solink.
Added 3 hours ago
Inforce Specialist, Branch Office Coordinator, 12-month contract
Canada Life
Saskatoon, SK
Full-time
Sort and distribute all incoming and outgoing mail; organize and file advisor information including policies, mail and transaction confirmations at high volumes
Added 3 hours ago
Communications Specialist, McCaig Bone and Joint Health Institute
University of Calgary
Calgary, AB
Volunteer
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 2.
Added 3 hours ago
Senior Clinical Trial Program Administrator, Clinical Research
University of Calgary
Calgary, AB
Full-time
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 2.
Added 3 hours ago
Program Coordinator, Undergraduate Medical Education
University of Calgary
Calgary, AB
Full-time
Recruitment and tracking of preceptors using VERA software
Added 4 hours ago
Senior Compliance Officer
Raymond James Ltd.
Toronto, ON
Full-time
Act as a senior advisor to branches and portfolio managers on compliance matters.
Added 4 hours ago
Banking Advisor Mutual Fund Representative
National Bank of Canada
Longueuil, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 4 hours ago
Advisor, Talent Acquisition Marketing
Glencore Canada
Sparwood, BC
$85,000 to $100,200 CAD / year
Full-time
Reporting to the Lead, Talent Acquisition Marketing, the Advisor, Talent Acquisition Marketing is responsible for developing and executing recruitment marketing strategies that attract and…
Added 4 hours ago
Advisor, Human ResourcesNew
Glencore Canada
Elkford, BC
Full-time
Reporting to the Senior Advisor, Human Resources (HR), the Advisor, Human Resources is responsible for leading and assisting with a broad range of HR services. You will be a key figure…
Added 4 hours ago
Area Business Manager
ABN Feeds
Cornwall, ON
Full-time
…consultative, solutions-led approach, you’ll act as a trusted advisor - supporting farms with everything from core milk recording through to health testing and advanced…
Added 4 hours ago
Auditeur(trice) interne principal(e), Opérations financières
CGI
Montreal, QC
Full-time
…performance. Beyond audit execution, you'll act as a trusted advisor, helping drive continuous improvement while contributing to CGI's commitment to integrity, accountability, and…

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 portfolios and clients
Posting language: English
Posted: Sep 23, 2026

Apply About employer

Applications open in a new tab.

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?

Assists customers in the development of investment strategies and selecting the best products to support such strategies.
Supports cross-sells of banking services and counsels customers on financial matters and investment instruments.
Expands existing relationships and develops new customer relationships through prospecting, networking, and referrals.
Establishes 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
CFA and/or CIM
Investment management experience and capabilities
Must have minimum of 5 years relative industry experience managing portfolios and clients
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.

Apply About employer

More about this job

Responsibilities

The Associate Advisor will assist the investment team in developing financial strategies and managing client portfolios to help them achieve their goals. The role also involves proactive business development, including prospecting for new clients and nurturing relationships with centers of influence.

Requirements

Candidates must be licensed with CIRO as a Registered Representative and possess at least 5 years of industry experience in portfolio management. A CFA or CIM designation is required, along with strong communication skills and proficiency in business software.

Skills

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

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
Wealth Management
CIRO
Registered Representative
CFA
CIM
Portfolio Management
Financial Planning
Business Development
Client Service
Asset Consolidation
Market Research
Banking Services
Investment Instruments
Microsoft Office Suite
Relationship Management
Prospecting
Networking
Investment Strategies
Financial Goals

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