Job Description

What is the opportunity?

We’re looking for an Associate Advisor to join our team and work directly with two Portfolio Managers, someone who’s passionate about building meaningful client relationships, loves the markets, and is excited to help drive our business forward.

In this role, you’ll be the team’s head trader and a key partner in investment analysis, working closely with us to ensure every client experience is seamless, thoughtful, and supported by strong investment insight. You’ll be our right hand helping us deliver trusted advice, deepen existing relationships, and welcome new clients to the firm.

What you'll 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

Approval as a Registered Representative (RR) with IIROCCanadian Investment Regulatory Exam, CIRE and the Retail Securities ExamUniversity degreeExcellent communication, problem-solving, and organizational skills — and a keen eye for detailStrong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

5 years or more of professional experience within the investment industryMeticulous attention to detail and strong problem solving and analytical skillsHighly developed client service skills

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 applicableThe opportunity to work as part of a dynamic, collaborative, progressive, and high-performing teamChallenging work that will help you grow professionallyThe chance to make a real impact on our clients’ lives and the future of our business

Job Skills

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

Additional Job Details

Address:

2345 YONGE ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-11-19

Application Deadline:

2026-02-27

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.

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.

Join our Talent Community

Stay 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 jobs.rbc.com.

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.