Associate Wealth Advisor

RBC•Montreal, QC

2d•Onsite

About The Position

The RBC Dominion Securities Montréal Uptown branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio managers 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.

Requirements

7+ years of experience in financial planning or wealth management
Financial planner diploma granted by the Institute of Financial Planning
Experience working with high-net-worth clients
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Strong analytical, problem solving, and attention to detail skills
High client service orientation and interpersonal skills
Proficiency with business applications, including Microsoft 365 Apps

Nice To Haves

Registered Representative (RR) with CIRO
Master of Taxation (M.Tax.) and/or Chartered Professional Accountant (CPA)

Responsibilities

Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning
Prepare wealth projections and modeling using firm tools to support client objectives
Attend client meetings with advisors, help translate complex planning concepts into actionable strategies
Identify opportunities for asset consolidation, referrals, and planning improvements within the client base
Partner with portfolio managers to integrate financial planning into the core client experience
Coordinate with internal specialists, external advisors, and centres of influence (COI)
Ensure smooth execution of client strategies, from meeting preparation to post-meeting follow-ups
Maintain up-to-date knowledge of financial planning best practices, tax legislation, and regulatory requirements
Support team development by sharing insights, planning tools, and best practices