Associate Advisor

What is the opportunity?

An RBC Dominion Securities branch located in the downtown core is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.

As an Associate 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? 

• Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor 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.
• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
• 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

• 5-7 years in the securities industry in a leadership role and/or providing client portfolio analysis, recommendations, and trade advice.
• Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
• Either CFA, CPA or CPF/PFP designation
• University Degree
• Advanced Microsoft PC (Excel & Power Point) software skills
• Good standing in Continuing Education (CE) credits
• Excellent interpersonal skills, ethic, and excellent presentation and communication skills
• Working knowledge of capital markets with a deep curiosity in subject matter
• Experience working as part of a team
• Experience in client relationship management

What’s in it for you?

• Working with fewer families, you’ll engage each more deeply, and often in unique ways
• You’ll learn about complex multidisciplinary planning from one of the top teams in the industry
• Leaders who want to see you engaged and successful
• A generous monthly compensation package in addition to your base salary which recognizes you as an industry leader
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

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

The expected base salary range for this position is $38,000 - $55,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

745 THURLOW ST:VANCOUVERVancouverCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-12-302026-01-17

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

Inclusion and Equal Opportunity Employment

At 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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.