Associate Advisor - Relationship Manager

RBC; Oakville; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading investment management firm is seeking an Associate Advisor to enhance client relationships and contribute to business growth. This role involves proactive client support, managing portfolios, and collaborating with an experienced Investment Advisor team. Join us to thrive and help communities prosper in a collaborative environment.

Benefits

Comprehensive Total Rewards Program including bonuses and flexible benefits

Competitive compensation and commission opportunities

Dynamic, collaborative, and high-performing team environment

Ongoing professional growth opportunities

Qualifications

• Approval as a Registered Representative with CIRO is mandatory.
• 4 years or more of professional experience within the investment industry is a plus.

Responsibilities

• Manage client relationships, lead meetings, and respond to inquiries.
• Build and execute business plans and Wealth Management objectives.
• Conduct ongoing research on markets and provide updates to the advisory team.

Skills

Customer Service

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Performance Measurement

Education

University degree

Tools

Advanced MS Excel

Microsoft Office Suite

Job description

Job Summary

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 Bogle Private Wealth Group within the RBC Dominion Securities Oakville 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 the 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?

• Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups.

• Help build and execute business plans, Wealth Management objectives and client service plans.

• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.

• Trading and / or portfolio management support.

• Conduct ongoing research on markets and investments and provide regular updates to the advisory team.

• Execute on the team’s formal business development strategy and identify opportunities for asset consolidation and referrals across the existing client base.

What do you need to succeed?

Must Have

• Approval as a Registered Representative with CIRO

• University degree

• Advanced MS Excel skills

• Exceptional written and verbal communication skills in English

• 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:

435 NORTH SERVICE RD W:OAKVILLE

City:

OAKVILLE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-18

Application Deadline:

2025-07-09

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

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 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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