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Added 22 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 22 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 22 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 1 day ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
2 years in an Advisor/Client support role in a Financial Services/Insurance firm.
Added 1 day ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
PICTON Investments is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a…
Added 1 day ago
Insurance Associate
Odlum Brown
Vancouver, BC
Reporting to the Senior Manager, Estate and Insurance, you will take ownership of client files following the initial planning meeting. You will meet with clients to complete insurance…
Added 1 day ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $23 billion in assets under…
Added 1 day ago
NB
Senior Wealth Associate
National Bank of Canada
Toronto, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Winnipeg, MB
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Calgary, AB
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 days ago
Associate Director / Director, Financial Advisory
Teneo
Toronto, ON
Financial Advisory experience gained either as an advisor within a professional services company, consultancy or investment bank; as an analyst in a debt or special situations funds. An…
Added 2 days ago
C
Senior Facilities Manager
CBRE
Richmond, BC
- Full-time
As a CBRE Senior Facilities Manager, you will lead the delivery of integrated facilities management services across a complex portfolio of commercial, industrial, critical environment,…
Added 2 days ago
HW
Compliance Associate
Harbourfront Wealth Management
Canada
- Full-time
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under…
Added 2 days ago
CF
Investment Operations Associate
CI Financial
CDA-Aligned-Head Office
- Full-time
In this role, the successful candidate will work to investigate issues, gather information, and create solutions in their mission to provide excellent support to our Investment Advisor…
Added 2 days ago
CF
Investment Operations Associate
CI Financial
Burlington, ON
- Full-time
In this role, the successful candidate will work to investigate issues, gather information, and create solutions in their mission to provide excellent support to our Investment Advisor…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 days ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 2 days ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
…Unit (RDU) means playing a key role in business development, client relationship management, and influential leadership within your team. You will serve as a trusted point of reference,…
Added 2 days ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 3 days ago
NB
Wealth Associate
National Bank of Canada
Victoria, BC
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests
Added 3 days ago
W
Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
Reporting to the Senior Manager, Ontario, the Associate is an administrative and client-facing role that moves client households from advisors into NAD. The Associate builds and submits…
Added 3 days ago
RW
Senior Associate Advisor
RBC Wealth Management
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 4 days ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for…
Added 4 days ago
SP
Bilingual Customer Success Manager (French/English)
Salesforce Partner Canada
Montreal, QC
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…

Royal Bank of Canada

Associate Advisor

Toronto, ON, M9W 0A4, Canada

$38,000.00- $60,000.00 · Full-time

Apply About employer

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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.

Apply About employer

More about this job

Responsibilities

The Associate Advisor will serve as the primary relationship owner for client families, managing their wealth roadmaps and coordinating investment, tax, and estate services. They are responsible for leading client review meetings, onboarding new families, and ensuring all advice remains aligned with the clients' long-term financial goals.

Requirements

Candidates must have 5-10 years of wealth management experience with a proven track record of advising enterprising families on complex financial matters. Required qualifications include CIRO registration or eligibility, along with the completion of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME).

Skills

Wealth management
Investment management
Financial planning
Estate planning
Portfolio performance
Succession planning
Liquidity events
Regulatory compliance
Customer service
Communication
Business transitions
Risk tolerance assessment
Asset consolidation
Strategic advisory

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment management
Financial planning
Estate planning
CIRO
CSC
CPH
WME
CFP
CIM
CFA
CPA
TEP
FEA
CLU
LLQP
Holding company structures
Estate freezes
Succession planning
Liquidity events
Relationship management
Portfolio performance
Compliance
Wealth roadmaps
Business transitions
Asset consolidation
Client onboarding
Financial advisory
Investment firm
Wealth partners

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