RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. As an Associate Advisor, you will work with the 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. Assist customers in the development of investment strategies and selecting the best products to support such strategies. Support cross-sells of banking services and counsels customers on financial matters and investment instruments. Expand existing relationships and develops recent customer relationships through prospecting, networking, and referrals. Establish individual financial plans and helps customers build investment portfolios, including stocks, bonds, mutual funds, etc. Manage client relationships by preparing for and leading meetings, effectively responding to client account inquiries and taking ownership of follow-ups. Help build and execute business plans, Wealth Management objectives and client service plans. Conduct ongoing research on markets and investments and provide regular updates to the advisory team. Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE). Relationship management and financial planning experience Must have minimum of 5 years relative industry experience managing clients and creating financial plans Exceptional written and verbal communication skills in English Strong skills working with business applications/technology,



including Microsoft Office Suite Wealth Management Essentials, Qualified Associate Financial Planner (QAFP), and Certified Financial Planner (CFP) an asset ~4 years or more of professional experience within the investment industry ~ We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Challenging work that will help you grow professionally Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement Full time This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs. 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 strides to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

📌 Associate Financial Adviser (Canada)
🏢 RBC
📍 Canada