Lead complex wealth planning for enterprising families as a Senior Associate Advisor in Toronto, using investment management and client advisory expertise.
Within RBC Wealth Management, this full time position owns daily relationships with assigned client families. You will understand goals, structures, risk tolerance, and evolving needs while coordinating investment, financial planning, tax, and estate services. The work supports significant wealth roadmaps and trusted advice.
Key Responsibilities:
- Own daily relationships with assigned client families
- Lead client review meetings, preparation, agendas, and follow-up
- Coordinate investment, planning, tax, and estate services
- Steward business transitions, liquidity events, and succession planning
- Maintain compliant records and support practice growth
Requirements:
- Five to ten years of wealth management experience
- Direct advisory experience with enterprising families
- Experience stewarding complex wealth management roadmaps
- Exceptional English communication and client focus
- CIRO registration or eligibility with required courses completed
Bring relationship ownership, complex planning, and transparent financial communication to RBC Wealth Management’s Toronto advisory practice.