Associate Wealth Advisor

Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning.

Prepare wealth projections and modeling using firm tools to support client objectives.

Attend client meetings with the portfolio manager, help translate complex planning concepts into actionable strategies.

Identify opportunities for asset consolidation, referrals, and planning improvements within the client base.

Partner with the portfolio manager to integrate financial planning into the core client experience.

Coordinate with internal specialists, external advisors, and centres of influence (COI).

Ensure smooth execution of client strategies, from meeting preparation to post-meeting follow-ups.

Maintain up-to-date knowledge of financial planning best practices, tax legislation, and regulatory requirements.

Support team development by sharing insights, planning tools, and best practices.

Registered Representative (RR) with CIRO

Master of Taxation (M.Tax.) and/or Chartered Professional Accountant (CPA)

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

Ability to make a difference and lasting impact

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

Opportunities to building close relationships with clients

Job Skills

Additional Job Details

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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