Associate Advisor- EN

RBC Dominion Securities; Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options

Competitive compensation

Commissions

Job summary

RBC Dominion Securities is seeking an Associate Advisor to join a dynamic wealth management advisory team serving a sophisticated clientele. You will deepen client relationships by offering sound advice and support to clients and the Investment Advisor, while identifying and assisting growth of new business opportunities.

You will respond to client inquiries, help build business and client service plans, and co-manage the client acquisition pipeline with the advisory team.

Qualifications

• Registered Representative (CIRO) and university degree are required.
• Growth and goals-oriented mindset are essential.
• Bilingualism (English and French) is required for service across Canada.
• 4+ years of professional investment industry experience.
• Strong MS 365 skills and meticulous attention to detail.
• Highly developed client service skills.

Responsibilities

• Respond to client account inquiries and follow up as needed.
• Assist in building and executing business plans and client service plans.
• Identify opportunities for asset consolidation and referrals within existing clients.
• Co-manage client acquisition pipeline with the advisory team to close opportunities.
• Execute trades and rebalance portfolios.
• Conduct ongoing market research and provide updates to the advisory team.
• Support wealth management processes and coordinate with specialists.

Skills

CIRO Registered Representative

Growth mindset

Bilingual English/French

Detail-oriented

Client service skills

Education

University degree

Tools

Microsoft 365

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
• 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: 2026-08-31

Note

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

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.