As of November 7, 2026, Jobsy lists 20 associate advisor jobs in Canada. The most active employers are RBC Dominion Securities Inc., Royal Bank of Canada and IFS. Skills often requested: attention to detail, customer service, research and microsoft excel.
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Candidates need CIRO Registered Representative approval, completion of WME or IMT, a university degree, and strong English communication. Microsoft Office skills and experience in the investment industry are also wanted.
5+ YOECandidates need IIROC Registered Representative approval, WME or IMT completion, a university degree, and 5+ years in the investment industry. Proven trading experience and strong client relationship skills are also required.
Client relationship management, Research, Communication skills, Problem solving, Organizational skills, Teamwork
4+ YOECandidates need CIRO Registered Representative approval, a university degree, exceptional written and verbal communication, and strong Microsoft Office skills. Investment industry experience of four years or more is preferred.
4+ YOECandidates need CIRO Registered Representative approval, completion of the WME or IMT course, and a university degree. They also need strong English communication skills and working knowledge of Microsoft Office.
4+ YOECandidates need the CIRE and Retail Securities Exam, plus CIM or CFA, and a university degree. They also need advanced Excel, strong English communication and Microsoft Office skills.
4+ YOECandidates need the CIRE and Retail Securities Exam, a CIM or CFA designation, and a university degree. They also need advanced Excel skills and excellent written and verbal English communication.
5+ YOECandidates need at least 5 years of investment field experience, CIRO Registered Representative licensing (CSC, CPH, WME or equivalent), a bachelor's degree, and exceptional written and verbal English. Strong organization, multitasking and advanced Microsoft Office skills are also required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Contact management system
4+ YOECandidates need a CIRO Registered Representative registration, a university degree, and 4+ years in the investment industry. Bilingual English and French, strong Microsoft 365 skills, attention to detail, and strong client service are also required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
4+ YOECandidates need CIRO Registered Representative status, a university degree, and 4 or more years of investment industry experience. Mastery of French, strong Microsoft 365 skills, attention to detail and highly developed client service skills are also required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
4+ YOECandidates need at least 4 years in the investment field, an IIROC-licensed Registered Representative licence, a bachelor's degree, and at least CFA Level 1. They also need excellent English communication, advanced Microsoft Office skills, and must live in the Vancouver area and work on-site full time.
Microsoft Excel, Microsoft PowerPoint, contact management system
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
5+ YOECandidates need an IIROC Registered Representative approval, completion of Wealth Management Essentials or Investment Management Techniques, a university degree, and 5+ years in the investment industry. Proven trading experience, investment analytics skills, and strong communication and organizational abilities are also required.
Client relationship management, Research, Communication skills, Problem solving, Organizational skills, Teamwork
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
4+ YOECandidates need CIRO Registered Representative approval, a university degree, and excellent written and verbal communication skills. Microsoft Office skills and client service ability are expected, and four or more years in the investment industry is preferred.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
4+ YOECandidates need at least 4 years of investment experience, an IIROC Registered Representative licence, a bachelor's degree and CFA Level 1. Exceptional English communication, strong organization and advanced Microsoft Office skills are also required.
Microsoft Excel, Microsoft PowerPoint, contact management system
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
4+ YOERoyal Bank of Canada needs candidates with a university degree, CIRE, the Retail Securities Exam, and CIM or CFA. Candidates also need advanced Excel skills, strong English communication, and Microsoft Office proficiency.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
4+ YOECandidates need to be a Registered Representative with CIRO, hold a university degree, and be fluent in English and French. Royal Bank of Canada requires at least four years of investment industry experience, strong Microsoft 365 skills, and highly developed client service and analytical abilities.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
4+ YOERoyal Bank of Canada needs candidates with a CIRO Registered Representative registration, a university degree, four or more years of investment industry experience, and mastery of French. They also need strong Microsoft 365 skills, analytical ability and highly developed client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
5+ YOECandidates need at least 5 years of investment-field experience, a CIRO Registered Representative licence or equivalent, and a bachelor's degree. They must be strong in English communication, detail-oriented, able to multitask, and advanced in Microsoft Office, and must work from the office.
Contact management system, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
5+ YOECandidates need 5+ years of client administration experience with an investment counsel firm, broker, financial planner or mutual fund company. They also need Excel and client database skills, strong math and communication skills, and the CSC or a plan to complete it.
2+ YOECandidates need at least 2 years of experience in insurance, financial services or business development, with a proven record of sales results and an LLQP licence. They also need strong communication skills, a valid driver's licence and access to a vehicle.
Sell products, Regulatory compliance, Sales, Sales targets, Lead generation, Sales department processes
2+ YOECandidates need at least 2 years of experience in insurance, financial services or business development, with a proven record of sales and client acquisition. An LLQP licence, a valid driver's licence and access to a vehicle are required.
Community engagement, Sales, Cold calling, Sales targets, LLQP, Regulatory compliance
RBC Dominion Securities Inc. (10), Royal Bank of Canada (7), IFS (2) and Aplin (1).
What skills do associate advisor jobs ask for?
Postings most often mention attention to detail, customer service, research, microsoft excel, client relationship management, problem solving, decision making and securities.