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Added 3 hours ago
M
Bilingual Financial Education Specialist
Manulife
Montreal, QC
- Full-time
…investments, such as, fund direction and fund changes, investment management fees, rates of return and the impact of fund rationalizations. The teams operating hours are between 9:00 am to…
Added 6 hours ago
MC
Senior Product Manager - Brokerage Clearing and Settlement System
Moomoo Canada
Toronto, ON · North York, ON
- Full-time
…Inc. (NASDAQ: FUTU), a global leader in online brokerage and wealth management solutions. Moomoo is one of the most trusted and innovative retail trading platforms, serving over 24 million…
Added 6 hours ago
R
Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track…
Added 6 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
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…
Added 6 hours ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 11 hours ago
T
In-Person Career Event - TD Wealth, Financial Planning - Vancouver - Oct 20th, 2026
TD
Burnaby, BC · Coquitlam, BC · Port Coquitlam, BC · Richmond, BC · Surrey, BC · Vancouver, BC
- Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 11 hours ago
T
Audit Manager I, Wealth Canada Audit (1121)
TD
Toronto, ON
- Full-time
…documentation), test scripts (development and execution), and issue management (identification and capturing in the…
Added 11 hours ago
T
Audit Manager I, Wealth Canada Audit (1144)
TD
Toronto, ON
- Full-time
…documentation), test scripts (development and execution), and issue management (identification and capturing in the…
Added 11 hours ago
T
Financial Planner-North Shore
TD
North Vancouver, BC
- Full-time
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The…
Added 11 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 11 hours ago
T
Financial Planner
TD
Maple, ON · Vaughan, ON
- Full-time
Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
Added 11 hours ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 12 hours ago
C
Universal Banker - Secondment
CIBC
Fort McMurray, AB
- Full-time
…forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their…
Added 15 hours ago
C
Financial Services Representative - Mascouche
CIBC
Mascouche, QC
- 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 16 hours ago
Inside Sales Representative, Dynamic
Scotiabank
Toronto, ON
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Added 18 hours ago
RB
Chief Investment Strategist (RBC PH&N IC)
Royal Bank of Canada
Toronto, ON
- Full-time
…spokesperson for the business, and possibly at times on behalf of RBC Wealth Management Canada on mainstream and social media…
Added 18 hours ago
EJ
Canada Registered Branch Associate Trainee
Edward Jones
Mississauga, ON
- Full-time
Wealth Management Essentials (WME) (within 30 months of registration)
Added 20 hours ago
RD
Senior Associate
RBC Dominion Securities
Vaughan, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 22 hours ago
R
Chief Investment Strategist (RBC PH&N IC)
RBC
Toronto, ON
- Full-time
…spokesperson for the business, and possibly at times on behalf of RBC Wealth Management Canada on mainstream and social media…
Added 22 hours ago
R
Senior Associate
RBC
Vaughan, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 22 hours ago
C
Financial Service Representative II
CIBC
Winnipeg, MB
- 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 22 hours ago
C
Universal Banker I
CIBC
Edmonton, AB
- Full-time
…forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their…
Added 23 hours ago
HI
Client Care Representative - Auto Insurance Trainee
HUB International
Tumbler Ridge, BC
- Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 23 hours ago
RB
Senior Associate
Royal Bank of Canada
Vaughan, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 day ago
SW
ScotiaMcLeod Investment Advisor
Scotia Wealth Management
Toronto, ON
- Full-time
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…

RBC

Associate Advisor

Vancouver, BC, Canada

The expected base salary range for this position is $38,000 - $60,000. · Full-time

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Job details

Pay: The expected base salary range for this position is $38,000 - $60,000.
Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Sep 29, 2026

Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities Marine Gateway branch in Vancouver 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 IIROC
2 or more years of professional experience within the investment industry in a similar role
Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
University degree
Exceptional written and verbal communication skills in English and Mandarin
Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

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

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $38,000 - $60,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

450 SOUTHWEST MARINE DR:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-27

Application Deadline:

2026-10-16

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

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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 partner with Investment Advisors to provide proactive client service, manage client meetings, and support business growth through new client acquisition. They are also responsible for conducting market research, managing documentation, and coordinating with internal wealth management specialists.

Requirements

Candidates must hold a university degree and be approved as a Registered Representative (RR) with IIROC. Additionally, at least two years of professional experience in the investment industry and proficiency in both English and Mandarin are required.

Skills

Investment management
Client service
Relationship management
Problem resolution
Business planning
Client segmentation
Asset consolidation
Portfolio rebalancing
Market research
Communication
Mandarin
Microsoft Office Suite
Analytical skills
Attention to detail
Decision making

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
Wealth Management
RBC Dominion Securities
IIROC
Registered Representative
CIRE
Retail Securities Exam
Client Acquisition
Portfolio Rebalancing
Market Research
Business Planning
Client Segmentation
Asset Consolidation
Centers of Influence
Microsoft Office Suite
Financial Services
Investment Industry
Relationship Management
Problem Solving
Analytical Skills

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