Associate Wealth & Investment Advisor

RBC; Aurora; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock where applicable

Job summary

RBC Dominion Securities in Aurora seeks an Associate Wealth & Investment Advisor to join a high-performing advisory team. You will deepen client relationships, support the Investment Advisor, and help identify growth opportunities.

You will co-manage client acquisition, execute asset consolidation plans, and conduct market research to deliver informed advice. This role emphasizes relationship management and growth within Wealth Management.

Qualifications

• RR registration with CIRO or willing to obtain in the first year
• Wealth Management Essentials (WME) or Investment Management Techniques (IMT) course
• University degree
• Self-directed with growth and goals orientation
• Exceptional written and verbal communication skills

Responsibilities

• 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.
• Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
• Trading and / or Portfolio Rebalancing
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
• Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.

Skills

Customer service

Communication

Interpersonal relationship management

Investment management

Investment performance measurement

Decision making

Team collaboration

Education

University degree

Job description

Job Description

The RBC Dominion Securities branch located in Aurora is seeking an Associate Wealth & Investment Advisor to join a high performing Advisory Team. 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 is the opportunity?

The RBC Dominion Securities branch located in Aurora is seeking an Associate Wealth & Investment Advisor to join a high performing Advisory Team. 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?

• 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.
• Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
• Trading and / or Portfolio Rebalancing
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
• Support advisory team and client 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

• Approval as a Registered Representative (RR) with CIRO or willing to obtain in the first year
• Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
• University degree
• A self-directed individual with a growth and goals-oriented mindset
• Exceptional written and verbal communication skills

Nice-to-have

• 4 years or more of professional experience within investment industry
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly-developed client service skills
• CIM or CFA is an asset

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 building 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:

14785 YONGE ST:AURORA

City:

Aurora

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-17

Application Deadline:

2026-10-03

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.