Investment Associate

Royal Bank of Canada

  • Montreal, QC
  • Permanent
  • Full-time
  • 1 day ago
Job DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.What will you do?
  • Support the portfolio management team in general administrative duties in the management of client accounts
  • Execute on trades as directed by the portfolio management team
  • Follow up on orders to ensure proper settlement and delivery
  • Review portfolios regularly
  • Rebalance portfolios with guidance from the portfolio management team
  • Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.
  • Review reports daily and process any necessary corrections and actions
What do you need to succeed?
Must-have
  • Post-secondary degree in finance or a related area of study
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Level I (or any higher level) of the CFA Program administered by the CFA Institute
  • Minimum of 2 years of professional work experience within the investment industry
  • Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)
Nice-to-have
  • Passion for investments, analysis, and portfolio management
  • Meticulous attention to detail and excellent time management skills
  • Strong problem solving and analytical skills
  • Enthusiastic, committed, and entrepreneurial spirit
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
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
Job SkillsAdditional Job DetailsAddress: 1 PLACE VILLE MARIE:MONTRÉALCity: MontréalCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-09-02Application Deadline: 2025-10-01Note: 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