Associate Advisor

RBC Dominion Securities; Toronto; On-site; CAD 38,000 - 60,000; Full time

Job summary

RBC Dominion Securities in Toronto is seeking an Associate Advisor to join an Investment Advisor team. You will provide proactive advice and support to clients and the Investment Advisor, helping deepen relationships and welcome new clients to the firm.

Your role includes planning client meetings, coordinating with internal partners, managing inquiries, identifying opportunities for asset consolidation, supporting new client acquisition, and staying informed on markets and investments to keep

Qualifications

• Approval as a Registered Representative (RR) with CIRO.
• 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.

Responsibilities

• Leverage planning to facilitate meetings and events for the Investment Advisor with clients and prospects; prepare documentation and attend client meetings when required.
• Provide proactive client service and coordinate with departments to deliver timely solutions.
• Respond to client account inquiries and follow-ups.
• Build and execute business plans, client segmentation, and client service plans.
• Identify opportunities for asset consolidation and referrals across the client base.
• Support advisory team with new client acquisition.
• Nurture relationships with Centers of Influence (COIs) and RBC partners.
• Trading and/or portfolio rebalancing support.
• Conduct ongoing market research and provide updates to the advisory team.
• Coordinate Wealth Management activities and manage documentation and progress.

Skills

Customer service

Communication

Office software

Education

University degree

Tools

Microsoft Office Suite

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.

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 Toronto 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.
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• 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.
• Trading and / or portfolio rebalancing support.
• Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
• Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.

What do you need to succeed?

Must-have

• Approval as a Registered Representative (RR) with CIRO
• 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. 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

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City

Toronto

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-09-03

Application Deadline

2026-09-17

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

• $38,000.00- $60,000.00
• 1.5x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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.

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