AssociateWealthAdvisor

**_Job Description_** **What is the opportunity?** 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. **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 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 **What do you need to succeed?** **Must-have** * 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 clie