Investment Associate

RBC; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a PIM Trading Associate to support a top investment advisory team. In this role, you will manage trades for a substantial portfolio, ensuring adherence to investment policy statements. You will be responsible for accurately executing trades, reviewing instructions, and maintaining high standards of accuracy under pressure. This is an excellent opportunity to join a dynamic and collaborative team, where your contributions will make a significant impact on client success and community prosperity. If you have a passion for investment management and thrive in a fast-paced environment, this role is perfect for you.

Benefits

Comprehensive Total Rewards Program

Flexible Benefits

Competitive Compensation

Coaching and Development Opportunities

Dynamic and Collaborative Team Environment

Qualifications

• Must be IR-licensed or RR-licensed with excellent attention to detail.
• Ability to prioritize tasks and work accurately under pressure.

Responsibilities

• Manage trades for a $2+ billion portfolio and review IPS for accuracy.
• Generate Investment Policy Statements and execute updates based on instructions.

Skills

Attention to Detail

Time Management

Investment Knowledge

Trading Experience

Decision Making

Education

IR or RR License

5+ Years Industry Experience

Tools

Excel

RBC DS Applications

Job description

Job Summary

Job Description

What is the opportunity?
RBC Dominion Securities is looking for PIM Trading Associate to join a top investment advisory team. You will be supporting the business of an Investment Advisory team by being able to accurately interpret instructions provided by multiple investment advisors, and efficiently execute trades based on these instructions, while adhering to each client’s investment policy statement (IPS). This role is not client-facing.

What will you do?

• You will be responsible for managing the trades/IPSs for a $2+ billion portfolio
• Review IPS and accurately input high volumes of trades for a very large PIM portfolio, making sure that each trade adheres to asset allocation rules and any special trading instructions/IPS rules
• Generate Investment Policy Statements
• Execute updates to portfolio models, based on instructions from Portfolio Managers
• Review trading instructions to ensure there are no errors or omissions prior to trade execution
• Take ownership of the trading processes, use your own good judgement and abilities to ensure there are no trading errors

What do you need to succeed?

Must-have

• IR-licensed or RR-licensed
• Excellent attention to detail and time-management skills
• Excellent knowledge of various investment types, including fixed-income, preferred shares, equities
• Ability to prioritize tasks without constant supervision
• Ability to work accurately under pressure
• Trading experience

Nice-to-have

• 5+ years of industry experience
• Experience in portfolio management
• Familiarity with RBC DS applications
• Intermediate knowledge of Excel

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

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-04-28

Application Deadline:

2025-05-31

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.

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