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Added 49 mins ago
AD
Diagnostic Sales Manager (Ottawa, ON)
Antech Diagnostics
Ottawa, ON
- Full-time
Understands and applies understanding of the timeline for the sales process to demonstrate respect for client time by including thorough analysis in client meetings.
Added 1 hour ago
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- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 2 hours ago
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Client Advisor (FT), AX Chinook Centre
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Calgary, AB
- Part-time
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Added 2 hours ago
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Talent Acquisition Advisor I
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- Full-time
Worley Canada Construction is seeking an experienced Trades Recruitment Advisor to join our growing People team in Edmonton, Alberta.
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Damage Insurance Agent (Bilingual)- EN
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- Full-time
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WF
Insurance Advisor
Western Financial Group
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- Full-time
As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. Every day you will be build lasting relationships with your customers,…
Added 2 hours ago
RB
Associate Advisor
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Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 2 hours ago
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Client Advisor
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Client Advisor
Royal Bank of Canada
Yorkton, SK
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
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Associate Advisor
RBC Dominion Securities
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 3 hours ago
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Part-Time Seasonal Sales Support Advisor (Stone Island Yorkdale)
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Reporting to a member of store leadership, the part-time Seasonal Sales Support Advisor supports the Stone Island store team during peak seasonal business periods, contributing to a…
Added 3 hours ago
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Consultant
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Added 3 hours ago
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Représentant Du Service à La Clientèle
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Added 3 hours ago
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Représentant Du Service à La Clientèle
Frontline Consulting Services (FCS) Inc
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Proven ability to build rapport and maintain client relationships, preferably in the financial or service industry, while working independently and as part of a team.
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Représentant Du Service à La Clientèle
Frontline Consulting Services (FCS) Inc
Mississauga, ON
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Proven ability to build rapport and maintain client relationships, preferably in the financial or service industry, while working independently and as part of a team.
Added 3 hours ago
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Bilingual Customer Service Representative
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Montreal, QC
- Full-time
This role requires Reliability Status Clearance. In addition to a law enforcement inquiry and a credit check, as part of your application, the Government of Canada will ask if you lived or…
Added 3 hours ago
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Damage Insurance Agent (Bilingual)- EN
RBC Insurance
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Added 4 hours ago
Customer Data Technician, temporary 4-month contract
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…migrations, streamline data processes, and maintain the integrity of client and advisor information across the…
Added 4 hours ago
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Senior Systems Developer - Salesforce
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Guelph, ON · Toronto, ON · Mississauga, ON
- Full-time
…enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our…
Added 4 hours ago
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Wealth Advisor
Royal Bank of Canada
Calgary, AB
- Full-time
As a Wealth Advisor, you will be responsible for managing a selection of clients, providing proactive advice and support to those clients and working closely with the lead Portfolio…
Added 5 hours ago
PC
Project Technologist
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Added 5 hours ago
B
CI Advisor I
BrokerLink
Ottawa, ON · Markham, ON · Aurora, ON · Ajax, ON · Newmarket, ON
- Full-time
We are looking for a Commercial Insurance Advisor to join our team in Ottawa, ON on a Permanent Full Time Basis!

RBC

Associate Advisor

Ottawa, ON, Canada

$38,000.00- $60,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $38,000.00- $60,000.00
Job type: Full-time
Apply by: Oct 23, 2026
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.

As an Associate Advisor, you will work with the 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?

Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
Help build and execute business plans, Wealth Management objectives and client service plans.
Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
Trading and / or portfolio management support.
Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.

What do you need to succeed?

Must Have

Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
CIM and/or CFA
University degree
Advanced MS Excel skills
Exceptional written and verbal communication skills in English
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 Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

45 O'CONNOR ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-22

Application Deadline:

2026-10-23

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$38,000.00- $60,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.5x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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 manages client relationships by leading meetings, responding to inquiries, and executing business development strategies. They also provide portfolio management support and conduct ongoing market research to assist the advisory team.

Requirements

Candidates must hold a university degree and possess professional certifications including CIRE, Retail Securities Exam, and CIM or CFA. Strong proficiency in Microsoft Office and at least four years of experience in the investment industry are preferred.

Skills

Customer service
Investment management
Portfolio management
Business development
Financial planning
Relationship management
Market research
Trading
Microsoft Excel
Communication skills
Problem solving
Analytical skills
Attention to detail
Wealth management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
Wealth Management
RBC Dominion Securities
CIRE
Retail Securities Exam
CIM
CFA
Microsoft Office
Business Development
Portfolio Management
Client Service
Market Research
Asset Consolidation
Financial Goals
Investment Industry
Relationship Management

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