Associate Advisor- EN

RBC Dominion Securities Inc.

Laval (administrative region)

On-site

CAD 60,000 - 90,000

Full time

11 hours ago
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Benefits offered by this job

Total rewards program
Bonuses and flexible benefits
Stock where applicable
Dynamic team environment

Job summary

RBC Dominion Securities Inc. is seeking an Associate Advisor to join a dynamic wealth management advisory team in Laval.

You will deepen client relationships by offering sound advice to clients and supporting the Investment Advisor, while identifying opportunities to grow the business. You will respond to client inquiries, execute trades, rebalance portfolios, and coordinate with wealth management specialists to deliver a seamless client experience.

Qualifications

  • Registered Representative (RR) with CIRO.
  • University degree required.
  • Growth and goals-oriented mindset.
  • Mastery of the French language.
  • 4+ years of professional experience in the investment industry.
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, Outlook).
  • Meticulous attention to detail and strong analytical skills.
  • Highly developed client service skills.

Responsibilities

  • Respond to client account inquiries and follow up as required.
  • Build and execute business plans, client segmentation, and client service plans.
  • Identify opportunities for asset consolidation and referrals within existing clients.
  • Co-manage client acquisition pipeline; collaborate with advisory team to close opportunities.
  • Execute trades and rebalance portfolios.
  • Conduct ongoing market research and provide updates to the advisory team.
  • Support clients through the wealth management process and coordinate with specialists.

Skills

RR CIRO registration
Growth mindset
Client service skills
Problem solving
Analytical skills
Microsoft 365
French language
4+ years investment experience

Education

University degree

Tools

Microsoft 365 apps

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.

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
  • Mastery of the French language
  • 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
Nice-to-have
  • Knowledge of the English language
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:

545 PROM DU CENTROPOLIS, APP 200:LAVAL

City:

Laval

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-07

Application Deadline:

2026-11-09

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.

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