Investment Associate

RBC; Surrey; On-site; CAD 37,000 - 45,000; Full time

Job summary

A leading financial institution is seeking an Investment Associate to join their Advisory Team in Surrey, providing support in investment and money management activities. The ideal candidate will have at least 2 years of experience in the securities industry, possess strong skills in Microsoft Office, and demonstrate meticulous attention to detail. This full-time role offers a base salary ranging from $37,500 to $45,000, with additional incentives. Join a collaborative team dedicated to delivering trusted advice and making a positive impact in the community.

Benefits

A comprehensive Total Rewards Program

Generous bonuses and flexible benefits

A world-class training program in financial service

Qualifications

• Minimum of 2 years of experience in securities industry.
• Meticulous attention to detail and excellent time management skills.

Responsibilities

• Execute trades and rebalance portfolios.
• Follow up on client trades to ensure proper settlement and delivery.
• Update investment models and monitor portfolios.
• Assist the team with marketing campaigns.

Skills

Adaptability

Business Development

Communication

Critical Thinking

Detail-Oriented

Financial Products

Industry Knowledge

Investments

Problem Management

Spreadsheet Software

Teamwork

Time Management

Trade Processing

Trading

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in White Rock is seeking an Investment Associate to provide dedicated support in investment & money management activities for a successful Advisory Team.

What will you do?

• Execute trades and rebalance portfolios.
• Follow up on client trades to ensure proper settlement and delivery.
• Update investment models and monitor portfolios.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Assist the team with marketing campaigns.
• Help update team’s communication channels (websites, LinkedIn, Facebook, brochures, newsletters).

What do you need to succeed?

Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• 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, an asset

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

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 $37,500 - $45,000.

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

Adaptability, Business Development, Communication, Critical Thinking, Detail-Oriented, Financial Products, Industry Knowledge, Investments, Problem Management, Spreadsheet Software, Teamwork, Time Management, Trade Processing, Trading

Additional Job Details

Address: 2626 CROYDON DR: SURREY

City: Surrey

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-06-26

Application Deadline: 2025-11-15

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.