Associate Investment Advisor

RBC; Toronto; On-site; CAD 55,000 - 80,000; Full time

Job summary

Join RBC Dominion Securities, Canada's premier investment and wealth management firm, as you support our investment management team in executing trades, managing portfolios, and ensuring client satisfaction. Your role will focus on market research and supporting client acquisition while working within a dynamic and collaborative environment. This position offers growth opportunities and competitive compensation as part of a committed team dedicated to client financial success.

Benefits

Comprehensive Total Rewards Program

Competitive compensation and bonuses

Ongoing professional growth opportunities

Dynamic and collaborative team environment

Qualifications

• Approval as a Registered Representative (RR) with IIROC is required.
• University degree necessary.
• Must have exceptional written and verbal communication skills.

Responsibilities

• Support the investment management team in executing trades and portfolio rebalancing.
• Conduct ongoing market research and provide updates to the advisory team.
• Generate and review Investment Policy Statements.

Skills

Communication

Problem Solving

Analytical Skills

Technology Skills

Education

University degree

Successful completion of IMT Course / CIM or CFA

Tools

Microsoft Office Suite

Job description

Job Summary

Job Description

What is the Opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

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.
• Execute updates to portfolio models, based on instructions from Portfolio Manager
• Generate Investment Policy Statements
• Review IPS and accurately input high volumes of trades for a large PIM portfolio, making sure that each trade adheres to asset allocation rules and any special trading instructions/IPS rules
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team
• Participate in regular investment management team meetings and communication
• Support the administrative functions of the advisory team
• Support your advisory team with new client acquisition
• May be required to provide primary relationship support for a select group of trading clients

What do you need to succeed?

Must-have

• Approval as a Registered Representative (RR) with IIROC
• Successful completion of the Investment Management Techniques (IMT) Course/ CIM or CFA
• University degree
• A self-directed individual with a growth and goals-oriented mindset
• Exceptional written and verbal communication skill
• Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

• Previous RBC Dominion Securities experience
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly developed client service skills

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients

Job Skills

Additional Job Details

Address:

BAY WELLINGTON TOWER, 181 BAY ST:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-19

Application Deadline:

2025-08-02

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

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