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Added 2 hours ago
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PIA Client Service Associate
TD
Kingston, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 2 hours ago
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Financial Services Representative - Universal Banker - Beaconsfield, QC
CIBC
Beaconsfield, QC · Saint-Louis, QC
- Full-time
…forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their…
Added 2 hours ago
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Associate Investment Advisor CIBC Wood Gundy (Commission only)
CIBC
London, ON
- Full-time
…Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets…
Added 2 hours ago
C
Financial Services Representative
CIBC
Estevan, SK
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 3 hours ago
HI
Client Care Representative - Auto Associate
HUB International
Duncan, BC
- Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Added 3 hours ago
HI
Client Care Representative - Personal Insurance Associate
HUB International
Duncan, BC
- Full-time
…network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so…
Added 4 hours ago
SC
Housing Stability Worker - Indigenous Housing Specialist 62XXH
Starling Community Services
Kitchener, ON
- Full-time
…Lutherwood) is a progressive, not-for-profit health and social service organization that strengthens people's lives by providing mental health, employment, and housing services to more than…
Added 6 hours ago
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Senior Manager, Store Experience & Services
sephora.com
Toronto, ON
- Full-time
…feedback into scalable programs that improve sales, conversion, service profitability, and client satisfaction. You’ll be part of a collaborative team that’s united in beauty and supported…
Added 6 hours ago
C
Associate Investment Advisor (commission only) CIBC Wood Gundy
CIBC
London, ON
- Full-time
Help build and execute business plans, Wealth Management objectives and client service plans
Added 7 hours ago
FC
Member Experience Representative
FirstOntario Credit Union
Hamilton, ON
- Full-time
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members'…
Added 7 hours ago
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Financial Services Representative II
CIBC
Kingston, ON
- Full-time
Banking, Banking Applications, Building Trust, Business Banking, Cash Management, Client Loyalty, Client Relations, Client Relationship Management, Critical Thinking, Customer Engagement,…
Added 8 hours ago
Assistant Store Manager
Rogers Communications
Toronto, ON · Scarborough, ON
Competitive compensation plus lucrative management bonus program
Added 9 hours ago
C
Financial Services Representative II
CIBC
Port Mcneill, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 13 hours ago
RB
Wealth Advisor
Royal Bank of Canada
Calgary, AB
- Full-time
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…
Added 13 hours ago
Investment Associate
Odlum Brown
Vancouver, BC
Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts…
Added 13 hours ago
OB
Investment Associate
Odlum Brown Limited
Vancouver, BC
- Full-time
Support clients through the wealth management process by gathering relevant information, documents, and questionnaires, coordinate activities with appropriate financial planning contacts…
Added 13 hours ago
C
Financial Services Representative II
CIBC
Peterborough, ON · Peterboro-Monaghan&Lansdowne
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 14 hours ago
Investment Representative, Scotia iTRADE - Toronto, ON (Cantonese/Mandarin)
Scotiabank
Toronto, ON
The ability to utilize time-management and prioritization skills in order to ensure optimum service levels
Added 15 hours ago
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Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
1-3 years of experience in wealth management, financial services industry, or customer service.
Added 15 hours ago
RB
Associate Advisor
Royal Bank of Canada
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 15 hours ago
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Associate (Lions Gate Private Wealth Counsel)
Wellington-Altus
Vancouver, BC
- Full-time
1-3 years of experience in wealth management, financial services industry, or customer service.
Added 16 hours 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 17 hours ago
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Wealth Advisor
RBC
Calgary, AB
- Full-time
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…
Added 17 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 17 hours ago
RD
Wealth Advisor
RBC Dominion Securities
Calgary, AB
- Full-time
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…

RBC

Wealth Advisor

Calgary, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 22, 2026
Experience: Must have at least 10 years of related industry experience and client-facing responsibilities.
Posting language: English
Posted: Oct 9, 2026

Original job description

Job Description

What is the opportunity?

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.

The Calgary Dome 704 RBC Dominion Securities branch is seeking a Wealth Advisor to join one of our top teams.

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 Manager, helping deepen existing relationships and welcoming 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?

Client Portfolio & Relationship Management
- Assess client’s financial goals, risk tolerance and investment timeline.
- Develop and implement personalized investment strategies.
- Under the direction of the lead Portfolio Manager, select and manage a diversified portfolio of investments.
- Monitor performance and rebalance as needed.

Financial Planning and Analysis
- Conduct comprehensive financial analysis and planning
- Identify opportunities for asset consolidation and referrals across the existing client base.

Business Development
- Development of new business working with COIs, RBC partners and prospects.

What do you need to succeed?

Must-have

Must be approved as a Registered Representative (RR) with CIRO
Must have at least 10 years of related industry experience and client-facing responsibilities.
Completion of the CIM/CFA designation

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

Client Base, Client Prospecting, Financial Planning, Investment Strategies, Wealth Management

Additional Job Details

Address:

333 7 AVE SW:CALGARY

City:

Calgary

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-20

Application Deadline:

2026-10-22

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

The Wealth Advisor will manage client portfolios, assess financial goals, and implement personalized investment strategies under the direction of a Portfolio Manager. Additionally, the role involves identifying new business opportunities and deepening existing client relationships.

Requirements

Candidates must be approved as a Registered Representative (RR) with CIRO and possess at least 10 years of related industry experience. Completion of the CIM or CFA designation is also required.

Skills

Client base management
Client prospecting
Financial planning
Investment strategies
Wealth management
Portfolio management
Financial analysis
Asset consolidation
Risk tolerance assessment
Relationship management
Business development

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Wealth Advisor
RBC Dominion Securities
Investment Management
Portfolio Manager
CIRO
Registered Representative
CIM
CFA
Financial Analysis
Asset Consolidation
Client Relationship
Business Development
Risk Tolerance
Investment Strategy
Wealth Management
Financial Planning

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