Associate, Wealth Management

What is the opportunity?

Ascendant Wealth Partners is a leading boutique wealth management practice within RBC Dominion Securities, combining the entrepreneurial culture of an independent firm with the strength and resources of Canada’s largest wealth management organization. Managing more than C$8 billion in AUM, our team provides customized investment management and comprehensive wealth planning to affluent families, business owners, executives, and foundations. Our success is built on exceptional people, intellectual curiosity, collaboration, and an unwavering commitment to delivering an exceptional client experience and results.

Job Description

What is the opportunity?

Ascendant Wealth Partners is a leading boutique wealth management practice within RBC Dominion Securities, combining the entrepreneurial culture of an independent firm with the strength and resources of Canada’s largest wealth management organization. Managing more than C$8 billion in AUM, our team provides customized investment management and comprehensive wealth planning to affluent families, business owners, executives, and foundations. Our success is built on exceptional people, intellectual curiosity, collaboration, and an unwavering commitment to delivering an exceptional client experience and results.

As an Associate, you will be a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. Success in this role requires intellectual curiosity, sound judgment, precision, initiative, and the ability to anticipate needs before they arise. You will thrive in a collaborative, high-performing environment where continuous learning, accountability, and excellence are at the core of everything we do.

What will you do?

Serve as a primary point of contact for clients, delivering responsive, professional service and ensuring a seamless client experience.

Process client account transactions, including fund transfers, wire payments, and account maintenance, with accuracy and attention to detail.

Liaise effectively with internal partners and external stakeholders to resolve inquiries, facilitate transactions, and ensure timely execution of client requests.

Support the onboarding of new clients by coordinating documentation and ensuring all regulatory and firm requirements are met.

Ensure operational excellence by maintaining strong internal controls, proactively identifying protentional risks, and supporting compliance with regulatory and firm standards.

Manage administrative and operational activities, including calendar management, schedule client meetings, expense processing, document preparation, and manage follow‑up activities.

Identify and implement process improvements to enhance overall operational efficiency across internal teams.

What do you need to succeed?

Must Have

Bachelor’s degree or job-related experience

Strong soft skills including verbal and written communication, people, organizational, and client service skills

Attention to detail coupled with the mindset of how you can make advisors more efficient and effective

Ability to adapt to a rapidly changing business and technology environment

Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook

Nice to Have

CSC, CPH, other CSI courses

Financial services experience (including internships)

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

Leaders who support your development through coaching and managing opportunities

An opportunity to make a difference and have a lasting impact on the lives of others Work in a dynamic, collaborative, progressive, and high-performing team

The chance to work in a dynamic, collaborative, progressive, and high-performing team

A world‑class training program in financial service

Job Skills

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analys