Associate Investment Advisor

RBC Dominion Securities; Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

Join a leading financial institution as an Associate Investment Advisor, leveraging 15+ years of experience in portfolio management. You will manage investment portfolios for high-net-worth clients, focusing on Canadian and US markets while ensuring compliance with regulatory standards. This role offers a comprehensive rewards program and opportunities for professional growth in a collaborative environment.

Benefits

Comprehensive Total Rewards Program

Competitive Compensation

World-class Training Program

Qualifications

• 15+ years of portfolio management experience.
• Proven track record managing diverse investment portfolios.
• Comprehensive knowledge of Canadian and US equities.

Responsibilities

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

Skills

Customer Service

Decision Making

Investment Management

Interpersonal Relationship Management

Investment Performance Measurement

Education

Canadian Securities Course

Wealth Management Essentials

Chartered Investment Manager

Tools

Investment Management Software

Job description

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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 seasoned Associate Investment Advisor with 15+ years of experience to 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 specialists, 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 of 15 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 services.

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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