Associate Advisor

Oversee 100+ households, taking full responsibility for relationship management and operations

Provide comprehensive client service including regular portfolio reviews, performance monitoring, fund transfers, timely responses to client inquiries, and ongoing client engagement

Independently handle account management activities including account opening, maintenance, transactions, and operational tasks with strong attention to detail

Anticipate client needs and be resourceful in determining solutions that add value to clients' long-term financial goals

Develop individual financial plans and help clients build investment portfolios based on their financial needs and objectives

Collaborate with internal teams (operations, compliance, portfolio management) to ensure seamless execution and issue resolution

Travel as required

Working on CFP; CFA, or CIM

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 applicable

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to take on progressively greater accountabilities

Opportunities to building close relationships with clients

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 .

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.