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Added 1 hour ago
TS
Associate, Transaction Banking Product Development
TD Securities
Toronto, ON
- Full-time
The Associate, Transaction Banking Product Development is a member of the TB Product Transformation team and will report directly to the Director, TB Payments, Product Transformation. The…
Added 2 hours ago
TS
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD Securities
Toronto, ON
- Full-time
…Banking (GTB), Corporate and Investment Banking (CIB), and Global Markets (GM) that collaborate to provide high quality integrated financial…
Added 4 hours ago
T
Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
The Associate, Transaction Banking Product Development is a member of the TB Product Transformation team and will report directly to the Director, TB Payments, Product Transformation. The…
Added 4 hours ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
…Banking (GTB), Corporate and Investment Banking (CIB), and Global Markets (GM) that collaborate to provide high quality integrated financial…
Added 2 days ago
TS
Associate, Global Markets Credit – Commodities
TD Securities
Toronto, ON
- Full-time
GMC Commodities Associate is responsible for supporting the Commodities Sales & Trading Desks through the analysis, approval, and ongoing management of a diversified portfolio of…
Added 2 days ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 2 days ago
T
Associate, Global Markets Credit – Commodities
TD
Toronto, ON
- Full-time
GMC Commodities Associate is responsible for supporting the Commodities Sales & Trading Desks through the analysis, approval, and ongoing management of a diversified portfolio of…
Added 2 days ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 3 days ago
QW
Head of Manager Research and Portfolio Manager
Q Wealth Partners
Toronto, ON
- Full-time
…across equities, fixed income, liquid alternatives and private markets. They will also serve as a Portfolio Manager or Associate Portfolio Manager for QWAM’s fund-of-funds mandates, with…
Added 3 days ago
TS
Associate - Client Advisory Global Transaction Banking
TD Securities
Toronto, ON
- Full-time
Extensive knowledge of the cash management/treasury product landscape, including liquidity, payments, receivables, and delivery channels.
Added 3 days ago
B
Senior Associate, Business Restructuring & Turnaround Services
BDO
Vancouver, BC
- Full-time
We’re looking for a Senior Associate to join our Corporate Restructuring group. This is a unique opportunity for someone who wants to build a meaningful career in financial advisory - where…
Added 3 days ago
Y
Head of Manager Research and Portfolio Manager
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…across equities, fixed income, liquid alternatives and private markets. They will also serve as a Portfolio Manager or Associate Portfolio Manager for QWAM’s fund-of-funds mandates, with…
Added 3 days ago
T
Associate - Client Advisory Global Transaction Banking
TD
Toronto, ON
- Full-time
Extensive knowledge of the cash management/treasury product landscape, including liquidity, payments, receivables, and delivery channels.
Added 3 days ago
B
Associate, Global Markets
BMO
Toronto, ON · FCP
- Full-time
Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market…
Added 3 days ago
LP
FP&A Corporate Finance Manager
Luminary People Collective
Toronto, ON
- Full-time
You will also contribute to financial infrastructure and reporting requirements associated with the organization's expansion into international markets.
Added 4 days ago
NB
Associate Data Analytics
National Bank of Canada
Montreal, QC
- Full-time
A career as an Associate, Data Analytics within the Deposit Solutions team at National Bank of Canada Capital Markets (NBCCM) means using data, technology and business insights to support…
Added 6 days ago
TS
Associate - Deposit & Liquidity Product Management - Transaction Banking Product, TD Securities
TD Securities
Toronto, ON
- Full-time
The Associate, Liquidity Product Management, is a critical role responsible for defining and executing the strategic roadmap for the Product Management’s liquidity product suite, including…
Added 6 days ago
LP
FP&A Corporate Finance Manager
Luminary People Collective
Toronto, ON
- Full-time
…industry, SMYTHE continues to evolve and expand its business across…
Added 6 days ago
S
PowerBI Developer with Banking/Financial exp.
Synechron
Mississauga, ON
- $110,000 to $120,000 CAD / year
- Full-time
…17,000+, and has 58 offices in 22 countries within key global…
Added 6 days ago
C
Associate, Financial Planning and Analysis
Clearco
Toronto, ON
- Full-time
Support liquidity and scenario analysis with the Senior Associate, Capital Markets & Corporate Treasury
Added 6 days ago
JC
Payments Merchant Services - Relationship Manager - Senior Associate
JPMorgan Chase & Co.
Toronto, ON
- Full-time
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world…
Added 6 days ago
T
Associate - Deposit & Liquidity Product Management - Transaction Banking Product, TD Securities
TD
Toronto, ON
- Full-time
The Associate, Liquidity Product Management, is a critical role responsible for defining and executing the strategic roadmap for the Product Management’s liquidity product suite, including…
Added 9 days ago
B
Associate Director, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
The Associate Director, Retail Equity Trader is responsible for executing equity and listed option transactions on behalf of Investment Advisors and their clients while delivering best…
Added 10 days ago
J
Canada Subsidiary Banking Associate - Global Corporate Banking (GCB)
JPMorganChase
Toronto, ON
- Full-time
As a Subsidiary Banking Associate in Global Corporate Banking (GCB) Subsidiary Banking – Hub/Network Hub, you will provide end-to-end coverage to multinational clients by virtually managing…

RBC

Associate Advisor

Toronto, 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: Nov 6, 2026
Experience: 5-10 years of wealth management experience in a role with direct advisory responsibility to enterprising families.
Posting language: English
Posted: Oct 23, 2026

Original job description

Job Description

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

Michael Yhip Wealth Partners is a multi-disciplinary wealth management practice within RBC Dominion Securities, serving founders, business owners and multi-generational families with family office-level needs. We act as primary advisor and chief investment officer for our clients, and we coordinate the tax, legal and corporate finance specialists around each family so that advice is delivered under one integrated plan.

We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.

What will you do?

Serve as the day-to-day relationship owner for an assigned group of client families, with a thorough understanding of each family’s goals, structure, risk tolerance and evolving needs.

Lead regular client review meetings, including agenda, preparation and follow-up, and keep advice aligned with each family’s plan.

Coordinate the delivery of investment, financial planning, tax and estate services by engaging the right internal specialists and external advisors at the right time.

Steward clients through complex, multi-year wealth roadmaps, including business transitions, liquidity events and succession planning.

Identify opportunities to add value, such as additional planning needs, specialist referrals and the consolidation of held-away assets.

Lead the onboarding of new client families and ensure a smooth, well-documented transition.

Maintain accurate and compliant records of client interactions, advice and suitability documentation.

Support the growth of the practice through referrals and relationships with centres of influence.

What do you need to succeed?

Must Have:

5-10 years of wealth management experience in a role with direct advisory responsibility to enterprising families.

A demonstrated track record of stewarding clients through a significant and complex wealth management roadmap, such as the sale of a business, a liquidity event or multi-generational planning.

A track record of partnership within your organization and with external professionals, including lawyers, accountants and other advisors.

Exceptional client focus, with an instinct for the client experience and a habit of anticipating needs.

Exceptional written and verbal communication in English, including the ability to explain complex financial concepts clearly to clients and their advisors.

CIRO registration, or eligibility for registration, with the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME) completed.

A clean regulatory and compliance record.

Nice to Have:

Professional designations such as CFP, CIM, CFA, CPA, TEP, FEA or CLU, or progress towards one.

A Life Licence (LLQP) to advise on insurance solutions.

Working knowledge of holding company structures, corporate-to-personal extraction strategies and estate freezes.

Confidence leading conversations with clients about markets, portfolio performance and fees.

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:

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-23

Application Deadline:

2026-11-06

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.

Join our Talent Community

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.

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More about this job

Responsibilities

The Associate Advisor will serve as the primary relationship owner for client families, coordinating investment, tax, and estate planning services. They are responsible for leading client review meetings, managing wealth roadmaps, and ensuring all client interactions remain compliant and well-documented.

Requirements

Candidates must have 5-10 years of wealth management experience with a proven track record of advising enterprising families. Required qualifications include CIRO registration or eligibility, along with completion of the CSC, CPH, and WME courses.

Skills

Wealth management
Financial planning
Estate planning
Investment management
Portfolio performance
Business succession planning
Liquidity event management
Regulatory compliance
Communication
Client onboarding
Tax services
Corporate finance
Risk tolerance assessment
Customer service

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment
Estate Planning
Financial Planning
CIRO
CSC
CPH
WME
CFP
CIM
CFA
CPA
TEP
FEA
CLU
LLQP
Holding Company
Succession Planning
Liquidity Event
Relationship Management
Compliance
Portfolio Performance
Business Transitions
Wealth Roadmap
Client Onboarding

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