Associate Advisor at Royal Bank of Canada

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

02 Oct, 26

Salary

60000.0

Posted On

04 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement, Portfolio Rebalancing, Client Segmentation, Market Research, Business Planning

Industry

Financial Services

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. The Toronto RBC Dominion Securities branch is seeking talented, self-directed individuals with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper. As an Associate Advisor, you will work with an 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? Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required. Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions. Effectively respond to client account inquiries and take ownership of follow-ups. Help build and execute business plans, client segmentation exercises, and client service plans. Identify opportunities for asset consolidation and referrals across the existing client base. Support your advisory team with new client acquisition. Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners. Trading and / or portfolio rebalancing support. Conduct ongoing research on markets and investments and provide regular updates to the advisory team. Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up. What do you need to succeed? Must-have Approval as a Registered Representative (RR) with CIRO Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam University degree Exceptional written and verbal communication skills 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: 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: 2026-04-21 Application Deadline: 2026-07-19 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.

Responsibilities

Provide proactive advice and support to clients and Investment Advisors to deepen relationships and grow the business. Responsibilities include facilitating client meetings, executing business plans, and conducting market research to support the wealth management process.