Associate Advisor
2 weeks ago
Join to apply for the Associate Advisor (Mandarin/Cantonese Speaking) role at RBC Dominion Securities.What is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm, backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.What will you do?Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events with clients and prospects. 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. You will 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.Provide trading and/or portfolio rebalancing support.Conduct ongoing research on markets and investments, and provide regular updates to the advisory team.Coordinate activities with internal Wealth Management specialists, manage documentation, track progress, and follow up.What do you need to succeed?Must‑haveApproval as a Registered Representative (RR) with IIROCCanadian Investment Regulatory Exam, CIRE and the Retail Securities ExamUniversity degreeFluency in Mandarin or CantoneseExceptional written and verbal communication skills in EnglishStrong skills working with business applications/technology, including Microsoft Office SuiteNice‑to‑have4 years or more of professional experience within the investment industryMeticulous attention to detail and strong problem‑solving and analytical skillsHighly developed client service skillsWhat’s in it for you?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 professionallyOngoing opportunities to build close relationships with clientsJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress: 111 GRANGEWAY AVE, TORONTOCity: TorontoCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-12-30Application Deadline: 2026-01-19Pay Range: $38,000.00 – $60,000.00Variable incentive structure up to 1.5x salary.Inclusion and Equal Opportunity EmploymentAt 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. #J-18808-Ljbffr
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Associate Investment Advisor
2 weeks ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Advisor
2 weeks ago
Toronto, Canada RBC Dominion Securities Full timeJoin to apply for the Associate Advisor role at RBC Dominion Securities What is the opportunity? RBC Dominion Securities Branch located in downtown Toronto, ON is looking for an Associate Advisor to join their team. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our...
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Associate Investment Advisor
2 weeks ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
2 weeks ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada’s preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Investment Advisor
2 weeks ago
Toronto, Canada Hunter Mercantile Full timeAssociate Investment Advisor The Client: Our client one of Canada's preeminent wealth management firms are seeking a CIRO/IIROC licensed Associate Investment Advisor to join their growing practice in downtown Toronto. In this lynch-pin role you will have deep client interaction and be involved in portfolio design and management as well as the financial...
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Associate Advisor
2 weeks ago
Toronto, Canada RBC Full timeJob Description RBC Dominion Securities Branch located in downtown Toronto, ON is looking for an Associate Advisor to join their team. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome...
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Associate Financial Advisor
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Toronto, Canada Novel Wealth Full time**Associate Financial Advisor - Wealth Management & Family Office** Are you a driven, detail-oriented professional with a background in tax, accounting or finance, who wants to build a long-term career in wealth management? This is a rare opportunity, to join one of the fastest growing boutique wealth management and family office firms, as an Associate...
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Associate Advisor
1 hour ago
Toronto, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?RBC Dominion Securities Branch located in downtown Toronto, ON is looking for an Associate Advisor to join their team. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing...
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Associate Advisor
2 weeks ago
Toronto, Canada Royal Bank of Canada Full time**What is the Opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Etobicoke is looking for a...