Associate Advisor

Calgary, AB
On-site
Posted Oct 17, 2026
1 position

Opens LinkedIn

Employment type: Full-time
Experience level: Mid-level · 2+ years
Minimum education: Professional degree
Posting language: English
Working hours: 38 hours per week
Seniority: Not Applicable

Job summary

Partner with Investment Advisors to plan and support client and prospect meetings, provide investment guidance, and help clients develop financial plans and portfolios. Grow the business by deepening existing client relationships, prospecting for new clients, and supporting cross-selling of banking services.

Job details

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 South 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. Assist customers in the development of investment strategies and selecting the best products to support such strategies. Support cross-sells of banking services and counsels customers on financial matters and investment instruments. Expand existing relationships and develop new customer relationships through prospecting, networking, and referrals. Establish individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. based on financial needs and objectives. What do you need to succeed? Must-have Approval as a Registered Representative (RR) with CIRO Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT) University degree 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: 14505 BANNISTER RD SE: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: 2026-10-16 Application Deadline: 2026-10-29 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.

What you’ll do

Requirements

Applicants must be approved as a Registered Representative with CIRO, have completed the Wealth Management Essentials course or Investment Management Techniques, and hold a university degree. Strong English communication and technology skills are required; four or more years of investment-industry experience and strong client service, analytical, and problem-solving skills are preferred.