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Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Saint-Jérôme, QC · Caisse Desjardins de la Rivière-du-Nord
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 1 hour ago
RB
Estate Planning Associate (Financial Security Advisor)
Royal Bank of Canada
Montreal, QC
- Full-time
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic…
Added 3 hours ago
C
Private Banking Advisor
CIBC
Ottawa, ON
- Full-time
You will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services which increases overall profit contribution to CIBC…
Added 4 hours ago
R&
Site Reliability Specialist
Robertson & Company Ltd.
Toronto, ON
- Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 5 hours ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
…Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth management advice. Candidates must have at least 4 years of experience in the investment…
Added 5 hours ago
R
Estate Planning Associate (Financial Security Advisor)- EN
RBC
Montreal, QC
- Full-time
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic…
Added 5 hours ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
…Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth management advice. Candidates must have at least 4 years of experience in the investment…
Added 6 hours ago
HI
Licensing Coordinator
HUB International
Chilliwack, BC · Vancouver, BC
- Full-time
…integrations, and Council investigations as directed by the Designated…
Added 7 hours ago
R
Estate Planning Associate (Financial Security Advisor)
RBC
Montreal, QC
- Full-time
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic…
Added 7 hours ago
RJ
Administrative Assistant
Raymond James Ltd.
Calgary, AB
- Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 7 hours 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 7 hours 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 8 hours ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
…Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth management advice. Candidates must have at least 4 years of experience in the investment…
Added 8 hours ago
C
Financial Services Representative
CIBC
Timmins, 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 9 hours ago
T
Tangerine Advisor, Growth - Tangerine
Tangerine
Toronto, ON
- Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 9 hours ago
T
PIA Client Service Associate
TD
AB
- 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 9 hours ago
SL
Bilingual Account Resolution Representative
Sun Life
Toronto, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
The Account Resolution Representative (ARR) is responsible for the investigation, follow up and resolution of not-in-good-order (NIGO) transaction requests for mutual and segregated funds…
Added 9 hours ago
C
Financial Services Representative II
CIBC
Melfort, SK
- Full-time
…impact on the lives of our clients. As a Financial Services Representative, you’ll build key relationships with clients, understand their financial and personal goals, provide informative…
Added 9 hours ago
C
Financial Service Representative II
CIBC
Calgary, AB
- 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 9 hours ago
CG
Vice President, Compliance – Wealth Management
Canaccord Genuity Group Inc.
Toronto, ON
- Full-time
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital…
Added 10 hours ago
R
Associate Advisor
RBC
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 10 hours ago
NB
Associate
National Bank of Canada
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
A Career as an assistant at National Bank Financial Wealth Management within an Advisory Group Beauchamp, Beaulieu, Toupin, will give you the opportunity to show your ability to work in…
Added 11 hours ago
R
Associate Advisor
RBC
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 11 hours ago
RD
Associate Advisor- EN
RBC Dominion Securities
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 11 hours ago
RD
Associate Advisor- EN
RBC Dominion Securities
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…

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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