Associate Wealth Advisor

Job Description

What is the opportunity?

The RBC Dominion Securities Gatineau 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.
• Attend client meetings with the portfolio manager, help translate complex planning concepts into actionable strategies.
• Identify opportunities for asset consolidation, referrals, and planning improvements within the client base.
• Partner with the portfolio manager 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.

What do you need to succeed?

Must-have

• Minimum of 5 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-have

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

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our 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, competitive compensation, commissions, and stock where applicable
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to building close relationships with clients

Additional Job Details

Address

200 RUE MONTCALM, SUITE R13:GATINEAU

City

Gatineau

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

Application Deadline

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