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Added 1 hour ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Acting as the central point of contact for the Investment Products team’s advisor and sales support mailboxes, the incumbent triages, tracks and coordinates timely and accurate responses…
Added 1 hour ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- 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 4 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- 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 7 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- 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 7 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- 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 7 hours ago
T
Senior Analyst, Margin Accounts Group (4583)
TD
Toronto, ON
- Full-time
…(CMRM) which is responsible for the market and credit risk of TD Securities. A global, multi-faceted and cross product team, the primary objective of the Collateral Management department is…
Added 8 hours ago
T
Counsel, M&A
TD
Toronto, ON
- Full-time
· Wholesale Banking, including TD Securities and TD Cowen
Added 8 hours ago
RB
Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
Royal Bank of Canada
Richmond Hill, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) or willingness to obtain it within your training period.
Added 8 hours ago
RB
Banking Advisor - Vaughan
Royal Bank of Canada
Vaughan, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) or willingness to obtain it within your training period.
Added 9 hours ago
SL
AVP, Strategic Programs, Innovation, Insights and Regulatory Operations
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
…The role balances regulatory defensibility, operational risk, advisor and client experience, efficiency, capacity and responsible use of digital, automation, analytics, AI and emerging…
Added 9 hours ago
SL
AVP Dealer Transformation
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
…will define and execute a multi-year roadmap that enhances advisor and client experiences, accelerates digital innovation, improves operational efficiency, and supports the future growth of…
Added 9 hours ago
R
Associate Advisor
RBC
Toronto, ON
- 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 9 hours ago
R
Client Advisor
RBC
Temiskaming Shores, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 9 hours ago
R
Client Advisor
RBC
Northern Bruce Peninsula, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 9 hours ago
R
Banking Advisor - Vaughan
RBC
Toronto, ON · Vaughan, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) or willingness to obtain it within your training period.
Added 9 hours ago
R
Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
RBC
Toronto, ON · Markham, ON · Aurora, ON · Richmond Hill, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) or willingness to obtain it within your training period.
Added 9 hours ago
R
Financial Advisor
RBC
Thompson, MB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 10 hours ago
C
Analyst, Equity Derivatives Sales
Citi
Toronto, ON
- Full-time
…supporting senior salespeople on the desk in acting as a strategic advisor to institutional clients, marketing equity derivative ideas and strategies, and executing equity derivatives and…
Added 10 hours ago
C
Sr. Financial Advisor - CIRO-ID (Urban)
CIBC
Burnaby, BC · Vancouver, BC · Richmond, BC
- Full-time
…providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…
Added 10 hours ago
CF
Financial Advisor
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Financial Advisor to join our National Accounts team. In this role, the Financial Advisor will develop and maintain the relationships for the Assante Financial…
Added 10 hours ago
R
Banking Advisor - Vaughan
RBC
Vaughan, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) or willingness to obtain it within your training period.
Added 10 hours ago
RB
Financial Advisor
Royal Bank of Canada
Mystery Lake, MB · THOMPSON, Manitoba
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 10 hours ago
R
Banking Advisor - Vaughan
RBC
Toronto, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) or willingness to obtain it within your training period.
Added 11 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- 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
C
Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Thunder Bay, ON
- Full-time
…providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…

RBC

Associate Advisor

Toronto, ON, Canada

$38,000.00- $60,000.00 · Full-time

Apply About employer

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Job details

Pay: $38,000.00- $60,000.00
Job type: Full-time
Apply by: Oct 19, 2026
Experience: 3+ years of experience in wealth management, including client relationship management
Posting language: English
Posted: Oct 5, 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.

As an Associate Advisor, you will work with an Investment Advisor team and be responsible for overseeing 100+ households independently. You will play a key role in maintaining strong client relationships, managing account operations, and taking full responsibility for client satisfaction and retention.

Success in this role requires exceptional relationship management skills, sound judgment, precision, initiative, and the ability to anticipate needs before they arise.

What will you do?

Oversee 100+ households, taking full responsibility for relationship management and operations
Provide comprehensive client service including regular portfolio reviews, performance monitoring, fund transfers, timely responses to client inquiries, and ongoing client engagement
Independently handle account management activities including account opening, maintenance, transactions, and operational tasks with strong attention to detail
Anticipate client needs and be resourceful in determining solutions that add value to clients' long-term financial goals
Develop individual financial plans and help clients build investment portfolios based on their financial needs and objectives
Collaborate with internal teams (operations, compliance, portfolio management) to ensure seamless execution and issue resolution
Travel as required

What do you need to succeed?

Must Have

3+ years of experience in wealth management, including client relationship management
Reliable and proactive self-starter who takes initiative, works independently and consistently demonstrates strong problem-solving skills
Exceptional written and verbal communication skills in English
Experience working effectively in collaborative team environments
Registered Representative (RR) with CIRO (previously IIROC) or
Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam

Nice to Have

Working on CFP; CFA, or CIM

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to take on progressively greater accountabilities
Opportunities to building 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:

170 BLOOR ST W: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:

2026-08-27

Application Deadline:

2026-10-19

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.

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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.

Apply About employer

More about this job

Responsibilities

You will oversee over 100 households by managing client relationships, account operations, and portfolio reviews. Additionally, you will develop financial plans and collaborate with internal teams to ensure seamless execution of investment strategies.

Requirements

Candidates must have at least 3 years of experience in wealth management and hold a Registered Representative (RR) certification with CIRO. Strong communication skills and a proactive, independent work ethic are essential for success in this role.

Skills

Wealth management
Investment management
Financial planning
Portfolio management
Account operations
Problem-solving
Communication skills
Attention to detail
Customer service
Decision making
Performance monitoring
Compliance
Initiative

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
CIRO
IIROC
CFP
CFA
CIM
Financial planning
Portfolio reviews
Account management
Client retention
Relationship management
Compliance
Retail securities exam
Investment portfolios
Total rewards program
Financial institution
Client service

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