Investment Associate

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

Job summary

A major financial institution in Montreal is seeking an Investment Associate to support a portfolio management team. The ideal candidate has a finance-related degree, relevant certifications, and at least 2 years of experience in the investment industry. Strong bilingual communication skills in English and French are required. This is a full-time position with a comprehensive benefits package.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Growth and development opportunities

Qualifications

• Minimum of 2 years of professional work experience within the investment industry.
• Bilingualism in English and French is required.
• Must possess a Canadian Securities Course (CSC) certification.

Responsibilities

• Support the portfolio management team in administrative duties.
• Execute trades as directed by the portfolio management team.
• Review portfolios and rebalance with guidance.

Skills

Bilingualism (English and French)

Strong working knowledge of Microsoft 365 apps

Attention to detail

Strong problem solving and analytical skills

Education

Post-secondary degree in finance or related area

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Level I of the CFA Program

Tools

Microsoft 365

Job description

Job Description

What is the opportunity?

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.

What will you do?

• Support the portfolio management team in general administrative duties in the management of client accounts
• Execute on trades as directed by the portfolio management team
• Follow up on orders to ensure proper settlement and delivery
• Review portfolios regularly
• Rebalance portfolios with guidance from the portfolio management team
• Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.
• Review reports daily and process any necessary corrections and actions

What do you need to succeed? Must-have

• Post-secondary degree in finance or a related area of study
• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Level I (or any higher level) of the CFA Program administered by the CFA Institute
• Minimum of 2 years of professional work experience within the investment industry
• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs
• Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)

Nice-to-have

• Passion for investments, analysis, and portfolio management
• Meticulous attention to detail and excellent time management skills
• Strong problem solving and analytical skills
• Enthusiastic, committed, and entrepreneurial spirit

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
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Address: 1 PLACE VILLE MARIE:MONTRÉAL
City: Montréal
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-09-02
Application Deadline: 2025-12-01

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.