Associate Advisor - Relationship Manager
Top Benefits
About the role
Job Summary 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 Bogle Private Wealth Group within the RBC Dominion Securities Oakville 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 the 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?
- Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
- Help build and execute business plans, Wealth Management objectives and client service plans.
- Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
- Trading and / or portfolio management support.
- Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
- Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.
What do you need to succeed? Must Have
- Approval as a Registered Representative with CIRO
- University degree
- Advanced MS Excel skills
- Exceptional written and verbal communication skills in English
- 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: 435 NORTH SERVICE RD W:OAKVILLE
City: OAKVILLE
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-06-18
Application Deadline: 2025-07-09
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At 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</a/span>
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Associate Advisor - Relationship Manager
Top Benefits
About the role
Job Summary 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 Bogle Private Wealth Group within the RBC Dominion Securities Oakville 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 the 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?
- Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.
- Help build and execute business plans, Wealth Management objectives and client service plans.
- Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
- Trading and / or portfolio management support.
- Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
- Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.
What do you need to succeed? Must Have
- Approval as a Registered Representative with CIRO
- University degree
- Advanced MS Excel skills
- Exceptional written and verbal communication skills in English
- 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: 435 NORTH SERVICE RD W:OAKVILLE
City: OAKVILLE
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-06-18
Application Deadline: 2025-07-09
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At 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</a/span>
About RBC Dominion Securities
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources.
For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms.
RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe.
Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada.
https://www.rbcds.com/en/about-us/
For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.