Associate Advisor
1 week ago
Our Team is Growing - We're Hiring an
Associate Advisor
Company Description
RBC Dominion Securities, one of Canada's leading full-service investment and wealth management firms, is committed to delivering unparalleled wealth management solutions. For over a century, the firm has supported individuals, families, businesses, and charitable organizations in building and preserving wealth through sound financial planning and trusted investment advice.
Role Description
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:
• Lead trading and portfolio rebalancing activities across client accounts.
• Collaborate with the Portfolio Managers to plan and facilitate client meetings and events from agenda preparation to post-meeting execution.
• Conduct market and investment research, providing insights and recommendations that help guide portfolio decisions.
• Deliver proactive, high-quality client service and help identify new opportunities for growth.
• Support the team with business planning, client segmentation, and the ongoing delivery of our service model.
What you'll bring:
• Registered Representative (RR) approval with IIROC.
• Completion of Wealth Management Essentials (WME) 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.
What's in it for you:
You'll join a dynamic, collaborative, and high-performing team that values growth, integrity, and relationships. We work hard for our clients and for each other and we're proud of the culture we've built together.
You'll also benefit from:
• A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, and stock options where applicable.
• Ongoing opportunities to grow professionally and build deeper expertise in wealth management.
• The chance to make a real impact on our clients' lives and the future of our business.
If you're driven, detail-oriented, and excited by the opportunity to combine market knowledge with meaningful client relationships we'd love to meet you.
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