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Last updated: 5 days ago
Associate Investment Advisor

Associate Investment Advisor

Royal Bank of Canada>COURTENAY, Canada
Full-time
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 d...Show moreLast updated: 30+ days ago
Branch Manager Trainee

Branch Manager Trainee

The Toronto-Dominion Bank (Canada)Comox, British Columbia
Full-time
Do you thrive in leading a medium-sized team toinitiategreat customer conversations and create a pleasant and positive customer experience? Can you provide your mentorship, subject matterexpertisea...Show moreLast updated: 23 days ago
Junior Technician (Courtenay & Comox)

Junior Technician (Courtenay & Comox)

Insight Pest Solutions CanadaCourtenay, BC
Full-time +1
The Big Picture: Build Your Future with a Company on the Rise.Insight Pest Solutions is one of the fastest growing residential home service companies in Canada, and we’re just getting started.With ...Show moreLast updated: 18 days ago
Associate Investment Advisor

Associate Investment Advisor

0000050599 RBC Dominion Securities Inc.COURTENAY, British Columbia, 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 pers...Show moreLast updated: 7 days ago
Financial Planner, Scotia Financial Planning - Comox

Financial Planner, Scotia Financial Planning - Comox

ScotiabankCourtenay, BC, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Show moreLast updated: 9 days ago
Clerk Grocery-PT

Clerk Grocery-PT

Thrifty FoodsCourtenay, British Columbia, CA
Part-time
Embark on a rewarding career with Sobeys Inc.Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community impact.Our family of 128,000 employees and franc...Show moreLast updated: 30+ days ago
Finance Clerk

Finance Clerk

Adecco CanadaComox, British Columbia, Canada
Full-time +1
Quick Apply
This opportunity is ideal for detail-oriented individuals with experience in accounts payable, banking, cash handling, and clerical support, who are comfortable providing responsive service to staf...Show moreLast updated: 5 days ago
Clerk Grocery-PT

Clerk Grocery-PT

SobeysCourtenay, Brit, CA
Full-time
The Grocery Clerk is responsible for carrying out the full range of duties of the position in a professional, responsible, accurate and timely fashion.The Clerk will deliver exceptional customer se...Show moreLast updated: 30+ days ago
Administrative Assistant I - 57506

Administrative Assistant I - 57506

Randstad CanadaCourtenay, British Columbia, CA
Permanent +1
Quick Apply
We are looking for a proactive and professional Administrative Assistant I to join our Private Wealth Management (PWM) team in Courtenay.In this role, you will be the primary point of contact for h...Show moreLast updated: 24 days ago
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Associate Investment Advisor

Associate Investment Advisor

Royal Bank of Canada>COURTENAY, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

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 Courtenay, BC is seeking an Associate Advisor to join a successful Advisory Team.

As an Associate Wealth 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 new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.

What will you do?

  • Use your expertise in the financial services to collaborate with an investment advisor in organizing and facilitating meetings and events for clients and prospects. With a strong understanding of the business and client needs, you will play a key role in shaping agendas, identifying essential discussion topics, preparing documentation, handling post-meeting follow-ups, and attending client meetings as needed.
  • Support your advisory team with new client acquisition.
  • Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions
  • Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.
  • Provide bespoke financial planning advice and wealth management strategies.
  • Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
  • Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
  • Use proprietary software to prepare financial plans.

What do you need to succeed?

Must-have

  • At least 3 years of relevant investment industry experience
  • Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
  • Successful completion of the Canadian Securities Course/University degree
  • A self-directed individual with a growth and goals-oriented mindset
  • Exceptional written and verbal communication skills in English
  • Meticulous attention to detail and strong problem solving and analytical skills
  • CIM / FMA designations, an asset
  • Salesforce experience an asset

What’s in it for you?

We thrive on the challenge of continuous improvement, embracing progressive thinking to foster growth and collaboration. Our commitment is to deliver trusted advice that empowers our clients to succeed and strengthens the communities we serve. We prioritize mutual success, valuing teamwork, shared achievements, and meaningful contributions to our society.

As part of our team you, you will benefit from:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock options where applicable.
  • A dynamic, collaborative, and high-performing work environment that encourages innovation and professional growth.
  • Exciting and challenging opportunities to expand your skills and expertise.
  • The chance to build meaningful relationships with clients and make a lasting impact.

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $38,000 - $55,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC’s high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

777 FITZGERALD AVE:COURTENAY

City:

Courtenay

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-11-03

Application Deadline:

2026-03-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.