Associate Wealth Advisor

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 Mississauga 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 Wealth 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?

• Client facing role to foster trusted, often multi-generational, long-term relationships using personalized service and advice
• Planning focused and leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients
• Lead client account inquiries and take ownership of follow-ups
• Help build and execute business plans, client segmentation exercises, and client service plans.
• Utilize financial planning to identify opportunities for asset consolidation, Insurance, Estate & Trust, Retirement, Tax Planning Strategies and referrals across the existing client base
• Support your advisory team with new client acquisition.
• Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure clients are supported in all aspects of their financial lives
• 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 IIROC
• 5 years or more of professional experience within the investment industry
• University degree
• Exceptional written and verbal communication skills in English
• Strong skills working with business applications/technology, including Microsoft Office Suite

Nice to Have

• Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
• 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: 4 ROBERT SPECK PKY:MISSISSAUGA

City: MISSISSAUGA

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-04-21

Application Deadline: 2025-05-06

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.