Associate Wealth Advisor

Royal Bank of Canada
📍 Montreal, Quebec, Canada 💼 Full-time 🕒 Posted July 01, 2026

Job Description

Job Description

What is the opportunity?The RBC Dominion Securities Place Ville Marie branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio manager to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners.You will play a key role in integrating financial planning into the core client experience - helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning.The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working directly with clients and who thrives in a collaborative environment.What will you do?
  • Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning
  • Prepare wealth projections and modeling using firm tools to support client objectives<...
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    Job Details

    • Location Montreal, Quebec
    • Job Type Full-time
    • Category Financial Specialists
    • Posted Date July 01, 2026
    • Application Deadline August 10, 2026