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.

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