Senior Associate Advisor

RBC Wealth Management; Toronto; On-site; CAD 38,000 - 60,000; Full time

Benefits offered by this job

Total rewards program

Bonuses and stock where applicable

Collaborative high-performing team

Professional growth opportunities

Job summary

RBC Wealth Management in Toronto, Canada seeks an experienced wealth management professional to own day-to-day client relationships and coordinate multi-disciplinary services. The role emphasizes advisory responsibility to enterprising families and leading wealth roadmaps through complex transitions.

The ideal candidate has strong English communication, a proven governance record, and regulatory qualifications (CIRO/CSC/CPH/WME). A collaborative, client-focused mindset is essential.

Qualifications

• 5–10 years wealth management with direct advisory responsibility to enterprising families.
• Proven track record stewarding clients through complex wealth roadmaps.
• Strong partnership within organization and with external professionals.
• Exceptional client focus and proactive service.
• Fluent English written and verbal communication.
• CIRO registration or eligibility; CSC, CPH and WME completed.
• Clean regulatory and compliance record.

Responsibilities

• Own day-to-day relationship management for an assigned group of client families.
• Lead regular client review meetings with prep and follow-up.
• Coordinate delivery of investment, planning, tax, and estate services with internal and external specialists.
• Guide clients through multi-year wealth roadmaps, including business transitions and liquidity events.
• Identify opportunities for additional planning needs and referrals.
• Onboard new client families with smooth transitions.
• Maintain accurate, compliant records of interactions and advice.
• Support practice growth through referrals and relationships with centres of influence.

Skills

Wealth management experience

Client stewardship

Partnership

Client focus

English communication

Regulatory registration (CIRO/CSC/CPH)

Regulatory compliance

Client conversations about markets

Job description

What will you do?

• Serve as the day-to-day relationship owner for an assigned group of client families, with a thorough understanding of each family’s goals, structure, risk tolerance and evolving needs.
• Lead regular client review meetings, including agenda, preparation and follow-up, and keep advice aligned with each family’s plan.
• Coordinate the delivery of investment, financial planning, tax and estate services by engaging the right internal specialists and external advisors at the right time.
• Steward clients through complex, multi-year wealth roadmaps, including business transitions, liquidity events and succession planning.
• Identify opportunities to add value, such as additional planning needs, specialist referrals and the consolidation of held-away assets.
• Lead the onboarding of new client families and ensure a smooth, well-documented transition.
• Maintain accurate and compliant records of client interactions, advice and suitability documentation.
• Support the growth of the practice through referrals and relationships with centres of influence.

What do you need to succeed?

Must Have:

• 5-10 years of wealth management experience in a role with direct advisory responsibility to enterprising families.
• A demonstrated track record of stewarding clients through a significant and complex wealth management roadmap , such as the sale of a business, a liquidity event or multi-generational planning.
• A track record of partnership within your organization and with external professionals, including lawyers, accountants and other advisors.
• Exceptional client focus , with an instinct for the client experience and a habit of anticipating needs.
• Exceptional written and verbal communication in English , including the ability to explain complex financial concepts clearly to clients and their advisors.
• CIRO registration, or eligibility for registration , with the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME) completed.
• A clean regulatory and compliance record.

Nice to Have:

• Professional designations such as CFP, CIM, CFA, CPA, TEP, FEA or CLU, or progress towards one.
• A Life Licence (LLQP) to advise on insurance solutions.
• Working knowledge of holding company structures, corporate-to-personal extraction strategies and estate freezes.
• Confidence leading conversations with clients about markets, portfolio performance and fees.

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

• 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: ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City: Toronto

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Posted Date: 2026-10-23

Application Deadline: 2026-11-06

Note:

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$38,000.00- $60,000.00: This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to 1.5x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.