Investment Associate

RBC; Ottawa; On-site; CAD 38,000 - 50,000; Full time

Benefits offered by this job

Bonuses

Stock options

Flexible benefits

Comprehensive rewards

Job summary

RBC Dominion Securities in Ottawa is seeking an Investment Associate to support a high-performing Advisory team with investment and money management activities. You will execute trades, manage client transitions, and oversee portfolios with daily to annual cycles to ensure optimal performance and client alignment.

The role requires CIRE, strong investment knowledge, data analysis skills, and a client-focused approach in a fast-paced environment.

Qualifications

• Must have Canadian Investment Regulatory Exam (CIRE).
• Strong investment knowledge across asset classes and vehicles.
• Proficient in data analysis with ability to review reports for accuracy.
• Meticulous with strong time management in a fast-paced, deadline-driven environment.
• Proactive, self-motivated and client-focused.

Responsibilities

• Execute trades with precision, prioritizing same-day requests and routing others to main trading days.
• Manage book-wide trades and reserve urgent activity for priority accounts.
• Coordinate with Relationship Managers and Associates to transition new clients.
• Oversee portfolio accounts across daily to annual cycles to maintain performance and client alignment.
• Perform routine portfolio activities including monitoring, rebalancing, fundraising, and execution per client models.
• Conduct regular compliance reviews, generate reports, and maintain accurate account records.
• Collaborate with internal teams, provide timely trade confirmations, account updates, and compliance information.

Skills

Investment knowledge

Data analysis

Attention to detail

Time management

Client-focused

Education

Canadian Investment Regulatory Exam (CIRE)

Tools

Salesforce

Job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Little Italy Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory team.

What will you do?

• Execute trades with precision, prioritizing “Timely” requests for same-day processing and routing standard requests to main trading days (Tuesdays & Thursdays)
• Handle book-wide trades strategically, reserving urgent activity for priority accounts
• Manage new client transitions by coordinating with Relationship Managers and Associates
• Manage portfolio accounts across daily, monthly, quarterly, and annual cycles to maintain optimal performance and client alignment.
• Execute routine portfolio activities including account monitoring, rebalancing, fund raising, and investment execution in accordance with established client models and timelines
• Conduct regular compliance reviews, generate required reporting and analysis, and maintain accurate account records.
• Collaborate effectively with internal teams by providing timely trade confirmations, account updates, and compliance information, while actively participating in team meetings and feedback sessions to ensure seamless operations and client service delivery.

What do you need to succeed?

Must-have

• Canadian Investment Regulatory Exam, CIRE
• Investment knowledge and strong understanding of asset classes, portfolio models, and investment vehicles (GICs, bonds, mutual funds, ETFs, TFSAs, RRSPs, RRIFs)
• Proficiency with data analysis and strong ability to review reports, identify discrepancies, and ensure data accuracy
• Meticulous attention to detail, excellent time management skills and comfortable with fast-paced, deadline-driven environments
• Proactive, self-motivated and client-focused

Nice-to-have

• 1-3 years of experience in trading, portfolio operations, or wealth management
• Proficiency working with AI
• Familiarity with Canadian investment vehicles and tax-advantaged accounts (TFSA, RRSP, RRIF)
• Basic understanding of portfolio rebalancing methodologies
• Experience with Salesforce or similar CRM systems
• Knowledge of compliance and regulatory requirements in investment management

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:

333 PRESTON ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-23

Application Deadline:

2026-11-03

Note:

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

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

Pay Range

The expected pay range for this position is:

$37,500.00 - $50,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.0x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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 strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.