City : Toronto

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

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 IIROC
• Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
• A university degree and 5+ years of experience in the investment industry
• Proven trading experience and a strong grasp of investment analytics
• Excellent communication, problem-solving, and organizational skills — and a keen eye for detail
• A genuine passion for client care and teamwork

Nice-to-have

• 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
• The 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

2345 YONGE ST:TORONTOTorontoCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-11-192025-12-29

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.