Job Description
What is the opportunity?
The RBC Dominion Securities branch located in Aurora is seeking an Associate Wealth & Investment Advisor to join a high performing Advisory Team. You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.
What will you do?
Help build and execute business plans, client segmentation, and client service plans.
Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
Co-manage client acquisition pipeline (prospects / leads); work with advisory team to close new opportunities.
Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
Trading and / or Portfolio Rebalancing
Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.
What do you need to succeed?
Must-have
Approval as a Registered Representative (RR) with CIRO or willing to obtain in the first year
Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
University degree
A self-directed individual with a growth and goals-oriented mindset
Exceptional written and verbal communication skills
Nice-to-have
4 years or more of professional experience within investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highly-developed client service skills
CIM or CFA is an asset
What’s in it for you?
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
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to building close relationships with clients
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.
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
Address:
14785 YONGE ST:AURORACity:
AuroraCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-07-17Application Deadline:
2026-08-15Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
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.
Associate Wealth & Investment Advisor • AURORA, Canada
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