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Added 5 mins ago
Senior Customer Experience Associate - Bloor & Yonge Branch (30 hours/week)
Scotiabank
Toronto, ON
…services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 mins ago
Customer Experience Associate - Terrace Branch, BC(37.5Hours/Week)
Scotiabank
BC · Terrace, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 5 mins ago
Senior Customer Experience Associate - Cochrane Branch, AB (30 hours/week)
Scotiabank
Cochrane, AB
…services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 5 mins ago
Customer Experience Associate - Vancouver Commercial Banking Centre, BC(18.75Hours/Week)
Scotiabank
Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 19 mins ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- 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 19 mins ago
RB
Associate
Royal Bank of Canada
Laval, QC
- 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 19 mins ago
RB
Associate Advisor
Royal Bank of Canada
Laval, QC
- Full-time
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…
Added 19 mins ago
RB
Associate Advisor
Royal Bank of Canada
Sherbrooke, QC
- Full-time
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…
Added 32 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 32 mins ago
FR
Assistant Condominium Manager
FirstService Residential Canada
Mississauga, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 32 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 32 mins ago
MP
Customer Service Representative - 18 month contract
Mauser Packaging Solutions
Oakville, ON
- Full-time
Communicates with Planners, Sales Representatives, Pricing team and Plant Management as needed.
Added 34 mins ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities Inc. (“RBC DS”) Branch located in downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing…
Added 34 mins ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 34 mins ago
C
Associate Financial Advisor
CIBC
Timmins, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 34 mins ago
C
Associate Financial Advisor
CIBC
King City, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 1 hour ago
Customer Experience Associate - West Vancouver BC (18.75hrs/week)
Scotiabank
West Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
MP
Customer Service Representative - 18 month contract
Mauser Packaging Solutions
Oakville, ON
- Full-time
Communicates with Planners, Sales Representatives, Pricing team and Plant Management as needed.
Added 1 hour ago
TS
Territory Sales Manager
Tempur Sealy International
Toronto, ON · Canada - Toronto
- Full-time
Communicate to the store sales and management team all relevant information regarding merchandise and marketing direction to support sell through;
Added 1 hour ago
C
Sales Associate I
Coach
Edmonton, AB
- Full-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 hour ago
TW
Sales Associate
tbooth wireless / la cabine t sans fil
Toronto, ON · Etobicoke, ON
- Full-time
Added 1 hour ago
UL
Coordinator, Student & Associate Professional Development
Urban Legal Recruitment Inc.
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
Working closely with the Manager, Student & Associate Professional Development, the Coordinator will support recruitment, onboarding, professional development, performance management,…
Added 1 hour ago
A
Outside Field Sales Representative (Small Business Solutions) – Whitby Territory
ADP
Mississauga, ON
- Full-time
ADP is hiring a Banking Relationship Sales Representative (Small Business Solutions). The territory covered for this role is at most 90 minutes from the ADP Prologis location in…
Added 2 hours ago
OT
Engineering Outreach Manager - Limited Term
Ontario Tech University
Oshawa, ON
- Internship
Job Summary: The Engineering Outreach Manager provides strategic leadership and oversees the development and long-term management of all Engineering Outreach programs, ensuring initiatives…
Added 2 hours ago
A
Corporate Strategy Associate Manager
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
Structured problem solving; data fluency; strong analytical capabilities, ability to work independently; strong relationship management skills; ability to interact effectively with…

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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