Associate Advisor

Job Description RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. What is the opportunity? The Vancouver Royal Centre RBC Dominion Securities branch is seeking a self-directed, highly adaptable knowledge specialist to join one of the top-performing teams in downtown Vancouver. You’ll work directly with an experienced wealth management team who delivers exceptional client service which deepens client relationships and drives business growth. You’ll be a trusted team member to our clients and their families - someone who understands complexity, thrives in a respectful and collaborative environment, and proactively takes ownership of client outcomes. The team prioritizes simplicity, transparency, and collaboration, valuing diverse perspectives and supporting your personal development. You'll gain real growth potential learning from industry experts in a complex wealth management environment with opportunities to lead based on your expertise. Working with ~65-70 households, you'll build meaningful client relationships solving real-life problems for business owners and executives. The team also emphasizes giving back to the community through volunteer opportunities and charitable initiatives. What will you do? Client Impact You’ll be a primary point of contact for our clients, delivering proactive advice and support that deepens existing relationships and welcomes new clients Facilitate and coordinate client meetings and events - from agenda-setting and documentation preparation to post-meeting follow-up and execution Resolve client account inquiries with urgency and ownership; manage follow-ups to completion Relationship & Business Growth Identify opportunities for asset consolidation, referrals, and new client acquisition across the business Nurture and manage valuable relationships with Centers of Influence (COIs) - accountants, lawyers, and other RBC partners Operational Excellence Coordinate with internal Wealth Management specialists to support clients throughout the financial planning and estate planning processes Demonstrate advanced proficiency with Salesforce, Excel, and other proprietary business applications What do you need to succeed? Must-have 3+ years of experience in the investment/wealth management industry in an advisory or client-facing role Registered Representative (RR) approval with IIROC or equivalent registration Exceptional verbal and written communication skills - you communicate clearly over the phone, in writing, and in client meetings Strong organizational skills with meticulous attention to detail Ability to multi-task, shift priorities mid-stream, and thrive in a dynamic environment Demonstrated ability to work collaboratively as part of a team Nice-to-have 4 years or more of professional experience within the investment industry Meticulous attention to detail and strong problem solving and analytical skills Highly 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 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 The expected pay range for the above position is $38,000 - 60,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. 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’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 Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City: Vancouver Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-06 Application Deadline: 2026-08-21 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

The Associate Advisor acts as a primary point of contact for clients, delivering proactive advice and coordinating meetings to deepen relationships. They also collaborate with internal specialists to support financial and estate planning while identifying opportunities for business growth.

Candidates must have 3+ years of experience in the investment or wealth management industry and hold Registered Representative (RR) approval with IIROC. Exceptional communication, organizational skills, and proficiency in Salesforce and Excel are required.

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock options

• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• Microsoft ExcelSouhaitée
• CommunicationSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Investment management
• Wealth management
• Client relationship management
• Salesforce
• Excel
• Financial planning
• Estate planning
• Business development
• Communication
• Problem solving
• Analytical skills
• Multi-tasking
• Client service
• Account management
• Asset Consolidation
• Influencing Skills
• Workplace Inclusivity
• Influencing Without Authority
• Relationship Management
• Organizational Skills
• Customer Service Management
• Self-Discipline
• Analytical Skills
• Investments
• Decision Making
• Customer Acquisition Management
• Customer Service
• Estate Planning
• Financial Planning
• Investment Management
• Innovation
• Investment Performance
• Problem Solving
• Multitasking
• Operational Excellence
• Wealth Management
• Registered Representative (Securities)
• Shareholder Communications
• Creating Shareholder Value
• Securities (Finance)
• Detail Oriented

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Consulting
• Associate Advisor
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors

Expérience minimale

2+ ans

Postuler avant le

21 août 2026

Langue de l’offre

anglais

Heures de travail

38 heures par semaine