Associate Advisor- EN

Job summary

The Associate Advisor will support the advisory team by managing client inquiries, executing trades, and rebalancing portfolios. They are also responsible for identifying new business opportunities and coordinating wealth management services for a sophisticated clientele.

Job details

Job Description What is the opportunity? RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key. What will you do? Respond to client account inquiries and remain accountable to follow up, as required. Help build and execute business plans, client segmentation, and client service plans. Identify and execute opportunities among existing client base for asset consolidation, referrals, etc. Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities. Execute trades and rebalance portfolios. Conduct ongoing research on markets and investments, provide regular updates to the advisory team. Support advisory team and clients through the wealth management process. Help gather relevant information, coordinate activities with wealth management specialists, track progress, and follow up. What do you need to succeed? Must-have Registered Representative (RR) with CIRO University degree Growth and goals-oriented mindset 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 4 years or more of professional experience within the investment industry Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook) 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, 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 Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to build 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: 2026-07-30 Application Deadline: 2026-09-28 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

The Associate Advisor will support the advisory team by managing client inquiries, executing trades, and rebalancing portfolios. They are also responsible for identifying new business opportunities and coordinating wealth management services for a sophisticated clientele.

Requirements

Candidates must be a Registered Representative with CIRO and possess at least 4 years of professional experience in the investment industry. A university degree and bilingual proficiency in English and French are mandatory requirements.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Microsoft 365 · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Wealth management
• Client relationship management
• Investment research
• Portfolio rebalancing
• Trade execution
• Business planning
• Client segmentation
• Prospecting
• Microsoft 365
• Problem solving
• Analytical skills
• Client service
• Bilingualism
• CIRO registration

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership