Investment Associate

RBC; Greater Sudbury; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading investment and wealth management firm in Greater Sudbury is seeking an experienced Investment Associate to support portfolio management. The role requires a completed Canadian Securities Course and offers the opportunity to work closely with a Portfolio Manager in a collaborative environment. Successful candidates will demonstrate strong communication skills and a keen interest in financial markets.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Development opportunities through coaching

Qualifications

• Completed Canadian Securities Course (CSC).
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• CFA or CIM is an asset.

Responsibilities

• Support day-to-day execution of portfolio changes.
• Monitor portfolios and contribute to asset allocation adjustments.
• Prepare investment analysis for client reviews.

Skills

Knowledge of financial markets

Attention to detail

Communication skills

Proficiency with Microsoft Office Suite

Education

Canadian Securities Course (CSC)

Job description

Overview

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 branch located in Sudbury is looking for an efficient individual to join our leading wealth management firm as an Investment Associate. As a core member of the team, you will work closely with the Portfolio Manager on the execution and monitoring of investment portfolios. Over time, you will play a key role in the development and implementation of model portfolios, with exposure to a wide range of investment strategies and research resources.

Responsibilities

• Support day-to-day execution of portfolio changes and ongoing investment management
• Monitor portfolios, conduct rebalancing, and contribute to tactical asset allocation adjustments
• Assist in the development and refinement of model portfolios
• Prepare investment analysis and reporting to support client reviews, proposals, and presentations
• Maintain awareness of market conditions, trends, and investment opportunities through internal and external research
• Leverage research from RBC Portfolio Advisory Group and RBC Capital Markets to support portfolio positioning
• Ensure high standards of accuracy and consistency in documentation and reporting
• Contribute to the delivery of an exceptional client service experience by supporting the broader team in their advisory roles

What you need to succeed

Must-have

• Canadian Securities Course (CSC) completed
• CFA or CIM is an asset
• Strong interest and knowledge of financial markets and investment products
• Exceptional attention to detail and organizational skills
• Excellent communication skills, both written and verbal
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• Proven ability to manage multiple tasks and deadlines in a dynamic environment
• Demonstrated professionalism and commitment to supporting high-net-worth clients
• Collaborative mindset with a desire to contribute to team success
• Enthusiastic, self-motivated, and committed to ongoing professional growth

Nice-to-have

• Knowledge of RBC Dominion Securities’ systems and procedures
• CFA or CIM an asset but not required

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. You will also benefit from:

• 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
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Details

• Address: 1361 PARIS ST, Greater Sudbury / Grand Sudbury
• City: Greater Sudbury / Grand Sudbury
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-08-13
• Application Deadline: 2025-10-04

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 growth. RBC strives to deliver a workplace based on respect, belonging and opportunity for all.

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