Associate Wealth Advisor

RBC Dominion Securities; Mississauga; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a motivated Associate Wealth Advisor to enhance client relationships and drive business growth. This role involves providing tailored financial advice, leveraging extensive resources to create customized wealth plans, and supporting an advisory team in acquiring new clients. Join a dynamic and collaborative environment that values professional growth and client success. You will play a key role in helping clients achieve their financial goals while working with a high-performing team dedicated to excellence in wealth management.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Stock options

Professional growth opportunities

Qualifications

• 5+ years of experience in the investment industry.
• Approval as a Registered Representative (RR) with IIROC.

Responsibilities

• Foster long-term relationships with clients through personalized service.
• Support advisory teams with client acquisition and account management.

Skills

Customer Service

Investment Management

Decision Making

Interpersonal Relationship Management

Investment Performance Measurement

Education

University degree

Tools

Microsoft Office Suite

Job description

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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.

Job Summary

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?

• Foster trusted, often multi-generational, long-term relationships using personalized service and advice
• Plan 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
• Use financial planning to identify opportunities for asset consolidation, Insurance, Estate & Trust, Retirement, Tax Planning Strategies, and referrals
• Support your advisory team with new client acquisition
• Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance
• Support both the advisory team and clients throughout the Wealth Management process, coordinating activities, managing documentation, tracking progress, and follow-up

What do you need to succeed?

Must Have

• Approval as a Registered Representative (RR) with IIROC
• 5+ years of professional experience in the investment industry
• University degree
• Exceptional written and verbal communication skills in English
• Strong skills 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, think progressively, and work together to deliver trusted advice that helps clients thrive and communities prosper. Benefits include:

• A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock options
• The opportunity to work as part of a dynamic, collaborative, high-performing team
• Challenging work to foster professional growth
• 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.

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is key to our growth. We foster a supportive environment that promotes respect, belonging, and opportunity for all employees.

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