Verified Job
Field Sales
Associate Advisor
Field Sales
#24616
Remote / WFH
Merora
Job Description
The RBC Dominion Securities (“RBC DS”) branch located in Windsor is looking for an experienced Associate Investment Advisor or Associate Advisor to join a Premier advisory team by providing exceptional client service as well as investment, wealth management and administrative support. Candidates must have at least 5-10 years of experience in the investment field.
What will you do?
Provide world class client service to our valued clients
Enhance the client relationship through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly
Effective client communications (written and verbal), by phone, e-mail, and in-person
Utilize contact management system for daily task management
Investment research, analysis and analytics
Back up on trade execution
Support the IA by identifying and assisting growth of new business opportunities
Assist in the development of the team’s investment strategy for clients
Event planning
What do you need to succeed?
Must-have
At least 5 years of experience in the investment field
CIRO licensed as a Registered Representative (RR) (Canadian Securities Course/CSC, Conduct and Practices Handbook/CPH, Wealth Management Essentials/WME) or equivalent CIRO licensing courses (Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), conduct training and regulatory training requirements)
Exceptional verbal and written English skills - excellent communicator over the telephone
Bachelor’s degree from an accredited post secondary institution
Attention to detail and strong organizational skills
Ability to successfully multi-task and change priorities mid-stream, as required
Advanced Microsoft Office skills (Word, Excel and PowerPoint)
Legally able to work in Canada
Role requires work from office
Nice to have
Finance, economics or business degree
Other professional of investment industry designations (such as CFP, etc)
What’s in it for you?
We thrive on the challenge to be our best, to keep growing, and working together to deliver trusted advice to help out 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 with competitive compensation
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
1922 WYANDOTTE ST E:WINDSOR
City:
Windsor
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-22
Application Deadline:
2026-06-06
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Pay Range
The expected pay range for this position is:
$38,000.00- $60,000.00
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:
1.5x
RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Show less
Apply on company
What will you do?
Provide world class client service to our valued clients
Enhance the client relationship through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly
Effective client communications (written and verbal), by phone, e-mail, and in-person
Utilize contact management system for daily task management
Investment research, analysis and analytics
Back up on trade execution
Support the IA by identifying and assisting growth of new business opportunities
Assist in the development of the team’s investment strategy for clients
Event planning
What do you need to succeed?
Must-have
At least 5 years of experience in the investment field
CIRO licensed as a Registered Representative (RR) (Canadian Securities Course/CSC, Conduct and Practices Handbook/CPH, Wealth Management Essentials/WME) or equivalent CIRO licensing courses (Canadian Investment Regulatory Exam (CIRE), Retail Securities Exam (RSE), conduct training and regulatory training requirements)
Exceptional verbal and written English skills - excellent communicator over the telephone
Bachelor’s degree from an accredited post secondary institution
Attention to detail and strong organizational skills
Ability to successfully multi-task and change priorities mid-stream, as required
Advanced Microsoft Office skills (Word, Excel and PowerPoint)
Legally able to work in Canada
Role requires work from office
Nice to have
Finance, economics or business degree
Other professional of investment industry designations (such as CFP, etc)
What’s in it for you?
We thrive on the challenge to be our best, to keep growing, and working together to deliver trusted advice to help out 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 with competitive compensation
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
1922 WYANDOTTE ST E:WINDSOR
City:
Windsor
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-22
Application Deadline:
2026-06-06
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Pay Range
The expected pay range for this position is:
$38,000.00- $60,000.00
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:
1.5x
RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Show less
Apply on company
