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RBC

Associate Advisor

Sherbrooke, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 9, 2026
Experience: 4 years or more of professional experience within the investment industry
Posting language: English
Posted: Oct 7, 2026

Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

What will you do?

Respond to client account inquiries and remain accountable to follow up, as required.
Help build and execute business plans, client segmentation, and client service plans.
Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities.
Execute trades and rebalance portfolios.
Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
Support advisory team and clients through the wealth management process. Help gather relevant information, coordinate activities with wealth management specialists, track progress, and follow up.

What do you need to succeed?
Must-have

Registered Representative (RR) with CIRO
University degree
Growth and goals-oriented mindset
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
4 years or more of professional experience within the investment industry
Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
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, 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
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to build close relationships with clients

Job Skills

Additional Job Details

Address:

95 BOUL JACQUES CARTIER S:SHERBROOKE

City:

Sherbrooke

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-07

Application Deadline:

2026-11-09

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 support the advisory team by managing client inquiries, executing trades, and rebalancing portfolios. They will also assist in business development by identifying new opportunities and coordinating with wealth management specialists.

Requirements

Candidates must hold a Registered Representative (RR) certification with CIRO and possess at least 4 years of professional experience in the investment industry. A university degree and bilingual proficiency in English and French are required.

Skills

Wealth management
Investment research
Portfolio rebalancing
Trade execution
Business planning
Client segmentation
Prospecting
Microsoft 365
Problem solving
Analytical skills
Client service
Bilingualism

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
CIRO
Registered Representative
Investment Industry
Portfolio Management
Client Acquisition
Business Planning
Market Research
Microsoft 365
Asset Consolidation
Financial Services
Client Service
Bilingual
Trade Execution
Wealth Management Specialists

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