Associate Advisor

RBC; Charlottetown; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading investment firm in Charlottetown is seeking an Associate Advisor. This role involves working closely with the Investment Advisor team, providing proactive client support, and deepening relationships. Candidates must have a university degree, be a Registered Representative, and possess strong communication and analytical skills. The position offers a comprehensive rewards program and opportunities for professional growth within a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Dynamic and collaborative team environment

Ongoing professional growth opportunities

Qualifications

• Approval as a Registered Representative (RR) with IIROC.
• Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam.
• 4 years or more of professional experience within the investment industry.

Responsibilities

• Provide proactive advice and support to clients and the Investment Advisor.
• Leverage talent for planning meetings and events for clients.
• Help build and execute business plans, client segmentation exercises, and service plans.
• Identify opportunities for asset consolidation and referrals.

Skills

Exceptional written and verbal communication skills

Strong skills with business applications/technology

Meticulous attention to detail

Strong problem solving and analytical skills

Highly developed client service skills

Education

University degree

Tools

Microsoft Office Suite

Job description

Job 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.

About the Team

The Charlottetown 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.

Role Overview

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.
• 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.
• Support both the advisory team and our clients throughout the Wealth Management process.

What do you need to succeed?

Must-have

• Approval as a Registered Representative (RR) with IIROC
• 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. 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 Details

Address: 134 KENT ST, UNIT 602:CHARLOTTETOWN

City: Charlottetown

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-11-25

Application Deadline: 2026-01-19

Inclusion 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 bring our Purpose to life and create value for our clients and communities.

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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.