Associate Advisor

Royal Bank of Canada

  • Toronto, ON
  • Permanent
  • Full-time
  • 7 days ago
Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.The RBC Dominion Securities branch located in mid-town Toronto is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us to provide dedicated support in investment & wealth management activities for a high performing Advisory Team. This team of 28 professionals, including 6 Partners, is entrusted with managing over $7 Billion of capital for high-net-worth individuals, families, and institutional investorsAs an Associate Advisor, you will be responsible for providing proactive advice and support to our clients and the Advisory team, 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?
  • Leverage your talent for planning to facilitate, in partnership with the team, meetings and events for the Partners with their clients and prospects.
  • Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
  • Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
  • Effectively respond to client account inquiries and take ownership of follow-ups.
  • Help build and execute business plans, client segmentation exercises, and client service plans.
  • Identify opportunities for asset consolidation and referrals across the existing client base
  • Support your advisory team with new client acquisition.
  • Trading and / or portfolio rebalancing support.
  • Conduct ongoing research on markets and investments and provide regular updates to the advisory team.
  • 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 CIRO
  • Chartered Investment Management (CIM) or Chartered Financial Analyst (CFA), or progress towards either designation
  • Exceptional written and verbal communication skills
  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • Meticulous attention to detail and excellent time management skills
  • Minimum of 4 years of experience in securities industry
Nice-to-have
  • Knowledge of RBC Dominion Securities’ systems and procedures, an asset
  • Familiarity with CRM tools such as Salesforce
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 MeasurementAdditional Job DetailsAddress: 170 BLOOR ST W:TORONTOCity: TorontoCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-08-28Application Deadline: 2025-10-04Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.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 .

Royal Bank of Canada