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Added 45 mins ago
Financial Services Representative II
CIBC
Toronto, ON · Markham, ON
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 45 mins ago
Financial Services Representative II
CIBC
Victoria, BC
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
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Full-time
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RBC

Associate Advisor

Toronto, ON, Canada

Pay: $38,000.00- $60,000.00
Job type: Full-time
Apply by: Oct 7, 2026
Experience: 4 years or more of professional experience within the investment industry
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.

The Toronto RBC Dominion Securities branch is seeking talented, self-directed individuals with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.

As an Associate Advisor, you will work with an 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?

Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
Effectively respond to client account inquiries and take ownership of follow-ups.
Help build and execute business plans, client segmentation exercises, and client service plans.
Identify opportunities for asset consolidation and referrals across the existing client base.
Support your advisory team with new client acquisition.
Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
Trading and / or portfolio rebalancing support.
Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.

What do you need to succeed?

Must-have

Approval as a Registered Representative (RR) with CIRO
Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
University degree
Exceptional written and verbal communication skills
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:

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:

2026-09-03

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 provides proactive advice and support to clients and the Investment Advisor to help deepen relationships and grow the business. They are responsible for facilitating client meetings, managing documentation, conducting market research, and supporting portfolio rebalancing activities.

Requirements

Candidates must be approved as a Registered Representative (RR) with CIRO and hold a university degree. Strong communication skills and proficiency in Microsoft Office are required, with a preference for at least four years of professional investment industry experience.

Skills

Customer service
Investment management
Problem resolution
Business planning
Client segmentation
Portfolio rebalancing
Market research
Relationship management
Financial advisory
Communication skills
Microsoft Office Suite
Analytical skills
Attention to detail
Trading support
Client acquisition

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
Retail Securities Exam
Portfolio Rebalancing
Client Segmentation
Asset Consolidation
Centers of Influence
Market Research
Financial Planning
Business Development
Client Service
Investment Industry
Microsoft Office Suite
Analytical Skills
Problem Solving
Relationship Management
Trading Support
Documentation Management

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