Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Vaughan is seeking an Associate Wealth & Investment Advisor to join a dynamic Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

What will you do?

Help build and execute business plans, client segmentation, and client service plans.Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.Deepen existing relationships with Centers of Influence (COIs) through ongoing management.Trading and / or Portfolio RebalancingConduct ongoing research on markets and investments, provide regular updates to the advisory team.Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.

What do you need to succeed?

Must-have

Approval as a Registered Representative (RR) with IIROCSuccessful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)University degreeA self-directed individual with a growth and goals-oriented mindsetExceptional written and verbal communication.Strong Microsoft Office skills

Nice-to-have

4 years or more of professional experience within investment industryMeticulous attention to detail and strong problem solving and analytical skillsHighly-developed client service skillsCIM or CFA is an asset

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clients

Job Skills

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

Additional Job Details

Address:

3300 HWY 7:VAUGHAN

City:

VAUGHAN

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-23

Application Deadline:

2025-09-06

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.

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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.