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Added 1 month ago
HM
Family Practitioner/General Practitioner
Health Match BC
100 Mile House, BC
- Full-time
…including an autoclave. A great office staff including Office Manager, 2 MOA’s and a Receptionist will help you settle in, and support your administrative…
Added 1 month ago
HM
Family Practitioner/General Practitioner
Health Match BC
100 Mile House, BC
- Internship
…and spa. There are wonderful elementary schools with music programs and French immersion, as well as several day cares and beautiful parks with playgrounds. For a small town, 100 Mile House…
Added 1 month ago
CO
Administrative Assistant 6
City of Saint John
Saint John, NB
- Full-time
Reporting to the Manager, Customer Service & Operations in Growth and Community Services, the position is responsible for a variety of administrative duties to provide the necessary support…
Added 2 months ago
CO
Manager, Community Services
City of Saint John
Saint John, NB
- Full-time
The Manager, Community Services will play a leadership role in developing, executing and evaluating safe and effective community programs and services that contribute to Saint John’s…
Added 1 month ago
R|
MRI Technologist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Actively participate in education programs (Workshop, Conference etc.).
Added 1 month ago
YO
School Liaison Career Practitioner (Designated Position)
YMCA of Greater Halifax/Dartmouth
Dartmouth, NS
- Full-time
…market, delivering wellness programming for all, and creating community for isolated older…
Added 1 month ago
PC
Front Store Clerk – Calgary
Pharmasave Canada
Calgary, AB
- Full-time
Each Pharmasave store operates independently to serve its individual community, which ensures both programs and services tailored to the needs of customers and a commitment to helping all…
Added 1 month ago
PC
Pharmacist – Victoria Park – Calgary
Pharmasave Canada
Calgary, AB
- Full-time
Each Pharmasave store operates independently to serve its individual community, which ensures both programs and services tailored to the needs of customers and a commitment to helping all…
Added 1 month ago
PC
Pharmacist – Chestermere
Pharmasave Canada
Chestermere, AB
- Full-time
Each Pharmasave store operates independently to serve its individual community, which ensures both programs and services tailored to the needs of customers and a commitment to helping all…
Added 1 month ago
PC
Pharmacist – Calgary
Pharmasave Canada
New Westminster, BC
- Full-time
Each Pharmasave store operates independently to serve its individual community, which ensures both programs and services tailored to the needs of customers and a commitment to helping all…
Added 1 month ago
PC
Pharmacist – Calgary
Pharmasave Canada
Calgary, AB
- Full-time
Each Pharmasave store operates independently to serve its individual community, which ensures both programs and services tailored to the needs of customers and a commitment to helping all…
Added 1 month ago
S
Commercial Business Administrator
Siemens
Oakville, ON
- Full-time
Opportunities to advance your career and mentorship programs on a local and global scale.
Added 1 month ago
Retail Territory Representative
Rogers Communications
Toronto, ON
and market insights. Reporting to the Manager, Regional Retail (with accountabilities to Partner and Dealer
Added 1 month ago
R
Associate Wealth Advisor
RBC
Montreal, QC
- Full-time
…team. In this role, you will work closely with the portfolio manager to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business…
Added 1 month ago
PC
Program Manager, Full Time, Adult Mental Health
Providence Care
Kingston, ON
- Full-time
The Program Manager is responsible for the day-to-day clinical and general operational management within the assigned programs. Under general supervision of the Senior Director(s), the…
Added 1 month ago
PC
Program Manager, Temporary Full Time, Rehabilitation & Seniors Mental Health
Providence Care
Kingston, ON
- Full-time
The Program Manager is responsible for the day-to-day clinical and general operational management within the assigned programs. Under general supervision of the Senior Director(s), the…
Added 1 month ago
PC
Developmental Services Worker, Part Time, Adult Mental Health - Lakeview 0
Providence Care
Kingston, ON
- Part-time
Under the direction of the Program Manager and in consultation with the Registered Nurse, the Developmental Services Worker (DSW) will utilize specialized knowledge related to intellectual…
Added 1 month ago
L
Senior Manager, AI/ML Engineering
lululemon
Vancouver, BC
- Full-time
…our people, and the incredible connections we make in every community we're in. As a company, we focus on creating positive change to build a healthier, thriving future. In particular, that…
Added 1 month ago
PG
Leasing Manager
PETERSON GROUP PROPERTI
Toronto, ON
- $85,000 to $105,000 CAD / year
- Full-time
…to help establish Mirvish Village as a market-leading rental…
Added 1 month ago
BC
Navigator
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Clinical Manager, Access & Flow, Staff Scheduling, DCP, H2H, you will be responsible to ensuring that clients receive appropriate and timely access to and transitions…
Added 1 month ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
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BC
Painter/Journeyperson
Brant Community Healthcare System
Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
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BC
Registered Nurse - CCU Michener Sponsorship
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Brantford, ON
- Full-time
Grow Your Career at Brant Community Healthcare System (BCHS)
Added 1 month ago
BC
Infection Control Professional (ICP)
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Reporting to the Manager of Infection Prevention and Control, the Infection Control Professional (ICP) will act as support with the ongoing implementation, development and…
Added 1 month ago
LH
Kinesiologist - Vocational Services
Lifemark Health Group
Edmonton, AB
- Full-time
Design, implement and supervise graded exercise, work conditioning and/or work hardening programs

RBC

Associate Wealth Advisor

Montreal, QC, Canada

Full-time

This date has passed. Check with the employer before applying.

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Job details

Job type: Full-time
Listed closing date: Oct 13, 2026
Experience: Minimum of 5 years of experience in financial planning or wealth management
Posting language: English
Posted: Sep 14, 2026

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities Place Ville Marie branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio manager to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners.

You will play a key role in integrating financial planning into the core client experience - helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning.

The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working directly with clients and who thrives in a collaborative environment.

What will you do?

Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning.
Prepare wealth projections and modeling using firm tools to support client objectives.
Attend client meetings with the portfolio manager, help translate complex planning concepts into actionable strategies.
Identify opportunities for asset consolidation, referrals, and planning improvements within the client base.
Partner with the portfolio manager to integrate financial planning into the core client experience.
Coordinate with internal specialists, external advisors, and centres of influence (COI).
Ensure smooth execution of client strategies, from meeting preparation to post-meeting follow-ups.
Maintain up-to-date knowledge of financial planning best practices, tax legislation, and regulatory requirements.
Support team development by sharing insights, planning tools, and best practices.

What do you need to succeed?

Must-have

Minimum of 5 years of experience in financial planning or wealth management
Financial planner diploma granted by the Institute of Financial Planning
Experience working with high-net-worth clients
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
Strong analytical, problem solving, and attention to detail skills
High client service orientation and interpersonal skills
Proficiency with business applications, including Microsoft 365 Apps

Nice-to-have

Registered Representative (RR) with CIRO
Master of Taxation (M.Tax.) and/or Chartered Professional Accountant (CPA)

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
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to building close relationships with clients

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-14

Application Deadline:

2026-10-13

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

You will deliver comprehensive financial planning services to high-net-worth clients, including retirement, estate, and business succession strategies. Additionally, you will collaborate with portfolio managers to integrate these plans into the core client experience and ensure smooth execution of financial strategies.

Requirements

Candidates must have at least 5 years of experience in financial planning or wealth management and hold a financial planner diploma. Proficiency in both English and French is required to serve clients and partners across Canada.

Skills

Financial planning
Wealth management
Retirement planning
Estate planning
Tax planning
Business succession planning
Relationship management
Analytical skills
Problem solving
Client service
Microsoft 365
Wealth projections
Financial modeling
Communication
Interpersonal skills

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
High-net-worth
Retirement Planning
Estate Planning
Tax Legislation
Business Succession
Portfolio Manager
CIRO
Registered Representative
CPA
Master of Taxation
Microsoft 365
Financial Modeling
Asset Consolidation
Regulatory Compliance
Wealth Transfer

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