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Added 2 mins ago
GO
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- Full-time
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Customer Engagement Representative
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Added 31 mins ago
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Added 32 mins ago
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Added 1 hour ago
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Added 1 hour ago
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Added 1 hour ago
Investment Associate
Odlum Brown
Vancouver, BC
Business Development – Identify, qualify, pursue, and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segments

RBC

Associate Advisor

Moncton, NB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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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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