Associate Wealth Advisor at Dr Bill RBC Ventures

Montreal, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

0.0

Posted On

20 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Wealth Management, Relationship Management, Retirement Planning, Estate Planning, Tax Planning, Insurance Planning, Wealth Transfer Planning, Analytical Skills, Problem Solving, Client Service, Interpersonal Skills, Microsoft 365, Bilingualism (English/French), Asset Consolidation, Financial Modeling

Industry

Banking

Description

Job Description What is the opportunity? The RBC Dominion Securities Montréal Uptown branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio managers 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 advisors, help translate complex planning concepts into actionable strategies Identify opportunities for asset consolidation, referrals, and planning improvements within the client base Partner with portfolio managers 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 7+ 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: 1501 AV MCGILL COLLEGE: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: 2026-05-25 Application Deadline: 2026-07-20 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. 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.

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Responsibilities

Deliver comprehensive financial plans for high-net-worth clients, focusing on retirement, estate, and tax strategies. Collaborate with portfolio managers and external advisors to integrate planning into the core client experience and execute actionable strategies.