Associate Advisor
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-07-23
Listing for:
RBC
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Advance your career with RBC Dominion Securities as an Associate Advisor in Toronto, where client service and investment guidance intersect.
This role involves working alongside an Investment Advisor to foster client relationships while delivering top-tier financial advice and support. You will be pivotal in executing business plans, organizing client engagements, and identifying growth opportunities in the firm.
Key Responsibilities:
• Facilitate client meetings and prepare necessary documentation
• Resolve client issues proactively and efficiently
• Maintain excellent communication with clients and advisory team
• Identify consolidation opportunities for existing assets
• Support the Wealth Management process and documentation management
Requirements:
• CIRO approval as a Registered Representative (RR)
• Completion of Canadian Investment Regulatory Exam
• University degree required
• Strong analytical and communication skills
• 4+ years of experience in the investment sector is a plus
Become an integral part of RBC's mission to help clients thrive by applying your skills in this Associate Advisor position.
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Position Requirements
10+ Years
work experience
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