Investment Associate

Royal Bank of Canada

  • Toronto, ON
  • Permanent
  • Full-time
  • 1 month ago
Job SummaryJob DescriptionWhat is the Opportunity?The RBC Dominion Securities branch located in downtown Toronto is seeking an Associate to join a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.What will you do?
  • Support team's investment management operations, executing trades and rebalancing portfolios.
  • Follow up on client trades to ensure proper settlement and delivery.
  • Provide trade surveillance and ensure accuracy of portfolio holdings relative to the Investment Policy Statement.
  • Work with Advisor to develop the investment models.
  • Assist advisor in the creation of portfolio proposals for prospective clients.
  • Monitor fixed income maturities for reinvestment
  • Manage and execute on cash flow processes.
  • Manage tax loss selling process in coordination with advisor.
  • Conduct ongoing research on markets and investments, provide regular updates to advisory team.
  • Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
  • Coordinate and prepare meetings for Advisor with their clients/prospects. Participate in client meetings when required.
  • May be required to provide primary relationship for a select group of clients, executing on the service offering and contact plan for assigned clients
What do you need to succeed?Must-have
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Working towards or completion of the Wealth Management Essentials (WME) Course
  • Microsoft Office products experience
  • Strong attention to detail
  • Strong time management and organization skills
Nice-to-have
  • Knowledge of RBC Dominion Securities’ systems and procedures.
  • Experience in the securities industry is an asset
  • CIM is an asset
  • Demonstrated proficiency in providing world-class client service that will come across as professional, warm, and friendly to our clients
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
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Substantial career opportunity to grown into a more senior role on a well-established, fast-growing wealth management team
Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress: BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-07-29Application Deadline: 2025-09-06Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Royal Bank of Canada