Build enduring family relationships through thoughtful wealth stewardship and clear communication at RBC Wealth Management in Toronto, Ontario.
As a Senior Associate Advisor, you will serve as relationship owner for assigned client families. You will lead reviews, anticipate needs, coordinate specialists, and keep advice aligned with each family’s plan. Your work spans onboarding, documentation, referrals, and multi-year wealth planning.
Key Responsibilities: Understand family goals, structures, risk tolerance, and needs
Prepare and lead regular client review meetings
Engage internal specialists and external advisors appropriately
Guide clients through business transitions and liquidity events
Onboard families and document advice and suitability
Requirements: Five to ten years advising enterprising families
Complex wealth roadmap stewardship experience
Partnership experience with lawyers and accountants
Solid English verbal and written communication
Clean regulatory and compliance record
Use exceptional client focus, partnership, and wealth management experience to steward families through evolving financial decisions.

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📌 Private Wealth Relationship Advisor (Ontario)
🏢 RBC Wealth Management
📍 Ontario