Associate Advisor- EN

RBC Dominion Securities Inc.; Sherbrooke; On-site; CAD 65,000 - 90,000; Full time

Job summary

RBC Dominion Securities in Sherbrooke seeks an Associate Advisor to support a dynamic wealth-management team serving a sophisticated client base. You will deepen client relationships by delivering sound advice, coordinating with the Investment Advisor, and identifying opportunities to grow assets.

The ideal candidate has a university degree, a Registered Representative (CIRO) credential, 4+ years in the investment industry, and fluency in English and French.

Qualifications

• Registered Representative (CIRO) with strong ethical standards.
• University degree required.
• Growth- and goals-oriented mindset.
• Bilingual English and French required.
• 4+ years of professional experience in the investment industry.
• Strong Microsoft 365 skills (Word, Excel, PowerPoint, Outlook).
• Meticulous attention to detail and strong problem solving and analytical skills.
• Excellent client service skills.

Responsibilities

• Respond to client account inquiries and 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.
• Co-manage 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.

Skills

Bilingual (English & French)

Registered Representative (CIRO)

Growth mindset

Strong client service skills

Analytical skills

4+ years in investment industry

Education

University degree

Tools

Microsoft 365 (Word, Excel, PowerPoint, Outlook)

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 Details

• Address: 95 BOUL JACQUES CARTIER S:SHERBROOKE
• City: Sherbrooke
• 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.