Investment Associate

Royal Bank of Canada>; Vancouver; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading Canadian bank in Vancouver is looking for an Investment Associate to support its investment management business. Responsibilities include portfolio construction, trading, and investment analysis. Ideal candidates will have at least 3 years of experience in the investment industry and strong client service skills. This full-time position offers competitive compensation and opportunities for professional growth within a dynamic team.

Benefits

Comprehensive Total Rewards Program

Dynamic work environment

Professional development opportunities

Qualifications

• At least 3 years of relevant investment industry experience.
• Commitment to completion of CFA program.
• CIRO licensed as an Investment Representative or ability to be licensed within 6 months.

Responsibilities

• Provide world-class service to clients.
• Conduct investment research and management.
• Conduct portfolio rebalancing and trading.

Skills

Client service skills

Portfolio management

Investment research

Organizational skills

Advanced Microsoft Office skills

Education

Bachelor's degree

Tools

Microsoft Excel

Proprietary internal systems

Job description

Overview

RBC Dominion Securities Inc. (“RBC DS”) is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC DS and RBC Capital Markets.

The RBC DS downtown Vancouver office in Royal Centre is seeking an investment-focused member to join a successful and growing Chairman’s Council private client & institutional wealth management business. As Investment Associate your role is to deliver portfolio construction, portfolio rebalancing, trading and allocations and investment research & analysis in support of our discretionary investment management business.

As a valued and important member of the team, you will be compensated for your contribution and responsibilities to the business. Candidates must have at least 3 years of investment industry experience ideally dealing with high-net-worth or institutional clients. The role requires daily on-site presence in the office working together with the rest of the team.

Responsibilities

• Provide world-class service to our valued clients
• Conduct investment research
• Manage portfolio models by asset class (using proprietary internal systems and also in Excel)
• Conduct portfolio rebalancing (including changes to tactical asset allocation within bounds of strategic asset allocation)
• Conduct discretionary bulk trading, & non-discretionary trading and allocations
• Confirm, allocate and settle new issues on an ad hoc basis
• Liaise with various internal RBC DS and RBC Capital Markets investment research & trading teams
• Manage portfolio analysis and reporting systems and process
• Promote and support a work environment that inspires innovation, creativity and teamwork

Qualifications

• Proven client service skills
• At least 3 years of relevant investment industry experience
• Exceptional verbal and written English skills
• Bachelor’s degree from a recognized university
• Commitment to completion of CFA program
• CIRO licensed as an Investment Representative (or ability to be licensed within 6 months as a condition of employment)
• Attention to detail and strong organizational skills
• Advanced Microsoft Office skills (Outlook, Word, Excel, PowerPoint and OneNote)
• Resident of Vancouver lower mainland and legally able to work in Canada

What’s in it for you?

We thrive on the challenge to be our best and work together to deliver trusted advice to help our clients thrive. We care about each other, reaching our potential, making a difference to our communities and achieving mutual success.

• A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative and high-performing team
• Opportunities to do challenging work
• Opportunities to build close relationships with clients

The expected compensation range for this particular position is $70,000-100,000 depending on your experience, skills, designations, registration status, market conditions and business needs.

You have the potential to earn considerably more through the robust discretionary bonus program of RBC Dominion Securities which gives you an opportunity to increase your total compensation, provided the team meets its performance targets and you meet your individual goals.

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

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

Additional Job Details

Address :

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W : VANCOUVER

City : Vancouver

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2025-09-23

Application Deadline : 2025-10-18

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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