Associate Investment Advisor

RBC; Toronto; On-site; CAD 100,000 - 130,000; Full time

Job summary

RBC is seeking an experienced Associate Investment Advisor to manage and grow investment portfolios for high-net-worth individuals. This role requires expertise in Canadian and US markets, with a focus on delivering exceptional client outcomes and investment strategies.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Flexible benefits

World-class training program

Qualifications

• 15+ years of portfolio management experience.
• Comprehensive knowledge of Canadian and US equities, mutual funds, and ETFs.

Responsibilities

• Design and implement personalized investment strategies.
• Analyze and monitor Canadian, US, and global equity markets.
• Build and maintain strong client relationships.

Skills

Customer Service

Decision Making

Interpersonal Relationship Management

Investment Management

Investment Performance Measurement

Education

CSC (Canadian Securities Course)

WME (Wealth Management Essentials)

CIM (Chartered Investment Manager)

Tools

Investment Management Software

Job description

Job Summary

Job Description

What is the opportunity?

Are you an experienced investment professional with a passion for portfolio management and a deep understanding of Canadian, US and global markets? The RBC Dominion Securities branch is seeking a seasonedAssociate Investment Advisor with 15+years of experienceto join one of our senior teams in Etobicoke. If you excel in managing diverse investment portfolios and delivering exceptional client outcomes, we want to hear from you.

About the Role

As an Associate Investment Advisor at RBC, you will leverage your extensive expertise to manage and grow investment portfolios tailored to meet the goals of high-net-worth individuals and institutional clients. With a strong focus on Canadian and US equities, mutual funds, ETFs, and global market trends, you will help drive long-term value for our clients.

What will you do?

• Design and implement personalized investment strategies aligned with clients' objectives and risk tolerance.

• Analyze and monitor Canadian, US, and global equity markets to identify growth opportunities and mitigate risks.

• Select and manage investments, including mutual funds, ETFs, and other instruments, within a diversified portfolio.

• Maintain in-depth knowledge of market trends, macroeconomic factors, and sector developments to inform investment decisions.

• Collaborate with internal teams, including financial planners and advisors, tax specialist, to provide integrated wealth management solutions.

• Build and maintain strong client relationships through proactive communication and reporting.

• Ensure compliance with regulatory requirements and adhere to RBC’s ethical standards.

What do you need to succeed?

Must Have

• CSC (Canadian Securities Course), WME (Wealth Management Essentials), and CIM (Chartered Investment Manager)designations are mandatory.

• Minimum of15 years of portfolio management experience, with a proven track record of managing diverse investment portfolios.

• Comprehensive knowledge of Canadian and US equities, global markets, mutual funds, and ETFs.

• Strong analytical skills with the ability to interpret complex financial data and make informed decisions.

• Exceptional communication and interpersonal skills to build trust and rapport with clients and colleagues.

• Proficiency in investment management software and tools.

Nice to Have

• Knowledge of RBC Dominion Securities’ systems and procedures, an asset

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 service

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

3250 BLOOR ST W: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:

2025-02-14

Application Deadline:

2025-06-09

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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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 jobs.rbc.com.