Associate Financial Planner

Job Description
What is the opportunity?
RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is the main focus of this role.

What will you do?
Support advisory team and clients through the wealth management process by gathering relevant information, documents, and questionnaires
Prepare wealth and financial projections using wealth management and financial advice tools to provide a holistic view of client goals, priorities, and opportunities
Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow up
Liaise with branch management team for updates on and progress with wealth management initiatives
Coordinate meetings and events with clients and prospects: help determine agenda and key topics, prepare documentation, and execute post-meeting work
Provide proactive and high-end client service on the phone and in person, respond to client inquiries
Identify opportunities for new business as well as among existing client base for asset consolidation or referrals

What do you need to succeed?
Must-have

• 5 years of professional experience in the investment industry
• Registered Representative (RR) approval with CIRO
• Financial planner diploma granted by the Institute of Financial Planning
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Advanced proficiency in Microsoft 365 apps
• University degree
• Meticulous attention to detail and strong problem solving and analytical skills

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
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
Address:
1 PLACE VILLE MARIE:MONTRÉAL City:
Montréal Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2025-12-23 Application Deadline:
2026-01-26 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion 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.