Investment Associate

RBC; Coquitlam; On-site; CAD 40,000 - 50,000; Full time

Benefits offered by this job

Total Rewards Program

Bonuses

Flexible benefits

Stock where applicable

Coaching & development

Career opportunities

Dynamic team

Job summary

RBC Dominion Securities in Coquitlam is seeking an Investment Associate to support in-depth investment and portfolio management for a successful Advisory Team. You will manage trading, rebalancing, modelling and compliance tasks while staying current with market insights and portfolio strategies.

The role requires attention to detail, self-direction, and a proven track record in investment management. It offers a comprehensive rewards program and development opportunities within a dynamic team.

Qualifications

• Minimum of 3 years of investment management experience.
• CFA/CMT and IIROC licensing are highly desirable.
• Strong analytical and problem-solving skills are required.

Responsibilities

• Manage, monitor and execute discretionary and non-discretionary investment operations.
• Prepare and update Investment Policy Statements.
• Review daily reports, transactions and tasks; stay ahead of market developments.
• Support portfolio managers with proposals and client materials.
• Collaborate with advisory team to enhance portfolio management processes.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

CFA

CMT

IIROC Licensed

Tools

RBC Dominion Securities systems

Job description

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities Coquitlam Branch is seeking an Investment Associate to provide dedicated support in investment & portfolio management for a successful Advisory Team.

What will you do?

• Manage, execute and monitor all discretionary and non-discretionary investment operations-trading, rebalancing, modelling, cash flow, maturing issues, reorgs, and compliance requirements
• Prepare, monitor and update Investment Policy Statements
• Review and execute on daily reports, transactions, task and activities
• Stay current on reading and research specific to the Portfolio Manager’s investment discipline & strategy
• Explore ideas and opportunities in equities, fixed income and alternative assets
• Proactively review portfolios and models and discuss details and recommendations with Portfolio Manager
• Support with the preparation of proposals (clients and prospects)
• Manage and implement efficient procedures for all portfolio management and investment related work
• Active participant in regular Investment Committee team meetings, stay on top of market insight emails and market update calls.
• Handle market and portfolio-related client inquiries and elevate to client-facing advisory team as necessary

What do you need to succeed?

Must Have

• Minimum of 3 years of investment management experience
• A self-directed individual with a growth and goals-oriented mindset
• Meticulous attention to detail and excellent organizational skills
• Accurate number skills

Nice to Have

• Knowledge of RBC Dominion Securities’ systems and procedures will be an asset
• Successful completion of CFA,CMT- must be IIROC licensed
• Strong problem solving skills and analytical skills

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 management opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills,registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $40,000 - $50,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

2950 GLEN DR:COQUITLAM

City:

Coquitlam

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-06

Application Deadline:

2026-09-21

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 strides to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.