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Added 9 mins ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 9 mins ago
C
Financial Advisor - CIRO-ID
CIBC
Georgetown, ON
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 24 mins ago
RB
Associate Advisor
Royal Bank of Canada
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 37 mins ago
WL
Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- $45,000 to $60,000 CAD / year
- Full-time
Brief the advisor on file status prior to the meeting.
Added 39 mins ago
B
Manager, Mutual Fund Governance
BMO
Toronto, ON · Montreal, QC · BMOPLACE
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 55 mins ago
R
Banking Advisor
RBC
Weyburn, SK
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 55 mins ago
R
Director, New Accounts and Documentation
RBC
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 55 mins ago
R
Client Advisor
RBC
Craik, SK
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 55 mins ago
C
Financial Advisor-CIRO-MFD/AMF
CIBC
Nelson, BC
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 1 hour ago
RB
Financial Advisor
Royal Bank of Canada
ON · GEORGINA, Ontario
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 hour ago
RB
Portfolio Advisor, Portfolio Construction & Practice Management
Royal Bank of Canada
Toronto, ON
- Full-time
…Management team provides investment guidance to 2,200 RBC Dominion Securities advisors. This role supports advisors in planning, constructing, and managing multi-asset portfolios for retail…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Cornwall, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Oakville, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
R
Banking Advisor
RBC
Yorkton, SK
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
R
Client Advisor
RBC
Yorkton, SK
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
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Wealth Advisor
RBC
Calgary, AB
- Full-time
The Calgary Dome 704 RBC Dominion Securities branch is seeking a Wealth Advisor to join one of our top teams.
Added 1 hour ago
RD
Administrative Assistant
RBC Dominion Securities
Red Deer, AB
- 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 1 hour ago
RD
Associate
RBC Dominion Securities
Newmarket, 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 2 hours ago
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Director, New Accounts and Documentation
RBC
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 2 hours ago
RD
Associate Advisor
RBC Dominion Securities
Moncton, NB
- 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 2 hours ago
RD
Wealth Advisor
RBC Dominion Securities
Calgary, AB
- Full-time
The Calgary Dome 704 RBC Dominion Securities branch is seeking a Wealth Advisor to join one of our top teams.
Added 2 hours ago
R
Banking Advisor
RBC
Prince Albert, SK
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
R
Financial Advisor
RBC
Georgina, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 2 hours ago
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Associate Advisor
RBC
Moncton, NB
- 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
Associate
Royal Bank of Canada
Newmarket, 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…

RBC

Associate Advisor

Moncton, NB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 30, 2026
Experience: 4 years or more of professional experience within the investment industry
Posting language: English
Posted: Oct 9, 2026

Original job description

Job Description

What is the opportunity?

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 enables success at every level and equips us to help our clients achieve their financial goals.

The Moncton RBC Dominion Securities branch 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?

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.
Lean on RBC Dominion Securities' strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
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 CIRO
Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
University degree
Exceptional written and verbal communication skills in English and French.
Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

4 years or more of professional experience within the investment industry
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

Job Skills

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

Additional Job Details

Address:

633 MAIN ST, UNIT 650:MONCTON

City:

Moncton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-09

Application Deadline:

2026-10-30

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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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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

The Associate Advisor will provide proactive financial advice and support to clients while helping the Investment Advisor team deepen existing relationships. They are responsible for identifying new business opportunities, executing client service plans, and managing complex financial needs for high-net-worth individuals.

Requirements

Candidates must be approved as a Registered Representative (RR) with CIRO and have successfully completed the Wealth Management Essentials (WME) or Investment Management Techniques (IMT) course. A university degree and exceptional communication skills in both English and French are required.

Skills

Customer relationships
Customer service
Investment management
Business planning
Client segmentation
Financial advisory
Relationship management
Communication
Microsoft Office Suite
Problem solving
Analytical skills
Asset consolidation
Documentation management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Investment management
Wealth management
CIRO
Registered Representative
Wealth Management Essentials
Financial planning
Client service
Business development
High-net-worth
Microsoft Office
Asset consolidation
Relationship management
Business planning
Client segmentation
Banking
Financial advisory

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