Investment Associate

0000050599 RBC Dominion Securities Inc.; Sarnia; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking an Investment Associate in Sarnia, Ontario. This role involves executing trades, managing client communications, and providing dedicated support in investment activities. The ideal candidate should have a background in the securities industry with strong attention to detail. The position offers a comprehensive rewards program and opportunities for development in a dynamic, collaborative team.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial service

Supportive leadership for development

Qualifications

• Minimum of 2 years of experience in the securities industry.
• Strong skills in Microsoft Office Suite.
• Meticulous attention to detail and excellent time management.

Responsibilities

• Execute trades and rebalance portfolios.
• Provide proactive client service focused on problem resolution.
• Help manage incoming communications from clients and advisors.

Skills

Attention to detail

Time management

Microsoft Office Suite

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

Overview

The RBC Dominion Securities branch located in Sarnia, Ontario is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory Team.

Responsibilities

• Execute trades and rebalance portfolios
• Follow up on client trades to ensure proper settlement and delivery
• Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution where necessary
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.)
• Help manage incoming communications from Clients, Advisors and other internal and external partners
• Maintain existing client accounts and identify opportunities to contact clients; manage timelines and key dates for accounts
• Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters, etc.

Qualifications

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) — preferred candidates or those working toward
• Strong Microsoft Office Suite skills
• Meticulous attention to detail and excellent time management skills
• Minimum of 2 years of experience in securities industry

Nice-to-have

• Knowledge of RBC Dominion Securities’ systems and procedures

What’s in it for you?

• 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
• 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

Job Details

• Address: 340 FRONT ST N, Sarnia
• City: Sarnia
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-09-11
• Application Deadline: 2025-10-03 (Applications accepted until 11:59 PM on the day prior to the deadline)

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. 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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