Investment Associate- EN

RBC Dominion Securities; Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock where applicable

Development opportunities

Job summary

RBC Dominion Securities in Montréal is seeking an Investment Associate to join a large portfolio management team delivering wealth management services to sophisticated clients. You will support the portfolio management team with trades, rebalance portfolios, and provide proactive client service.

Responsibilities include handling client inquiries, onboarding, and coordinating with RBC partners to ensure accurate reporting and timely settlements while maintaining compliant records.

Qualifications

• Canadian Investment Regulatory Examination (CIRE)
• Post-secondary degree in finance or related area
• Minimum of 2 years of professional work experience in the investment industry
• Bilingualism (English and French) required
• Strong working knowledge of Microsoft 365 apps

Responsibilities

• Execute trades and rebalance portfolios.
• Follow up on client trades to ensure proper settlement and delivery.
• Provide proactive client service with focus on problem resolution and attention to detail.
• Respond to client inquiries (account transactions, tax receipts, reporting).
• Assist the advisory team with client onboarding.
• Help manage communications from clients, Advisors and partners.
• Maintain client accounts and identify opportunities to contact clients.
• Ensure accurate and timely updates of documentation in compliance with controls.

Skills

Bilingual English/French

Client service

Attention to detail

Regulatory awareness

Education

Finance-related degree

Tools

Microsoft 365 (Word/Excel/Outlook)

Job description

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.

What do you do?

• 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 details. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Assist the advisory team with client onboarding.
• 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.
• 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.

What do you need to succeed?

Must-have

• Canadian Investment Regulatory Exam (CIRE)
• Post-secondary degree in finance or a related area of study
• Minimum of 2 years of professional work experience within the investment industry
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)

Nice-to-have

• CFA Level I or higher
• Passion for investments, analysis, and portfolio management
• Meticulous attention to detail and excellent time management skills
• Strong problem solving and analytical skills

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
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job Skills

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-07-31

Application Deadline: 2026-08-31

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.

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