Senior Wealth Management Advisor

Royal Bank of Canada; Toronto; On-site; CAD 38,000 - 60,000; Full time

Benefits offered by this job

Total rewards program

Flexible benefits

Stock options

Career development opportunities

Job summary

RBC Dominion Securities, Canada’s leading full‑service wealth management firm, seeks an experienced Associate Advisor to work with Michael Yhip Wealth Partners, expanding a high‑level practice serving enterprising families. You will own client relationships, coordinate wealth services, and drive multi‑generational planning.

You will guide families through complex roadmaps (business transitions, liquidity events, succession), collaborate with professionals, and help grow the practice with

Qualifications

• 5-10 years of wealth management experience with direct advisory responsibility to enterprising families.
• A demonstrated track record of stewarding clients through a significant and complex wealth management roadmap (e.g., sale of a business, liquidity event, 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 anticipating needs.
• Exceptional written and verbal communication in English, able to explain complex financial concepts clearly to clients and advisors.
• CIRO registration, or eligibility for registration, with CSC, CPH and WME completed.
• A clean regulatory and compliance record.

Responsibilities

• Serve as the day-to-day relationship owner for an assigned group of client families and align with each family's goals and needs.
• Lead client review meetings, prepare agendas, and follow up to keep advice aligned with the plan.
• Coordinate delivery of investment, financial planning, tax and estate services via internal and external specialists.
• Guide clients through wealth roadmaps including transitions, liquidity events, and succession planning.
• Identify opportunities to add value and consolidate held-away assets.
• Lead onboarding of new client families and ensure a smooth transition.
• Maintain accurate, compliant records of client interactions and advice.
• Support practice growth through referrals and relationships with influential centers.

Skills

Customer Service

Customer Service Management

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Performance Measurement

Education

CIRO registration

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Wealth Management Essentials (WME)

Job description

RBC Dominion Securities, Canada’s leading full‑service wealth management firm, seeks an experienced Associate Advisor to work with Michael Yhip Wealth Partners, expanding a high‑level practice serving enterprising families. You will own client relationships, coordinate wealth services, and drive multi‑generational planning.

You will guide families through complex roadmaps (business transitions, liquidity events, succession), collaborate with professionals, and help grow the practice with