Investment Associate- EN

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

Job summary

RBC Dominion Securities Inc. in Montréal is seeking an Investment Associate to support a large portfolio management team delivering wealth management services to a sophisticated clientele.

You will assist with investment and money management activities, execute trades, and ensure timely settlements with a strong client-service focus. Ideal candidates have a finance degree, at least two years in the investment industry, and bilingual English/French abilities to serve clients and RBC partners

Qualifications

• Post-secondary degree in finance or related field.
• Bilingual English and French required for client interactions across Canada.
• Strong knowledge of Microsoft 365 apps (Word, Excel, Outlook).
• CIRE exam is required to operate in Canadian markets.
• Minimum 2 years of professional investment experience.

Responsibilities

• Execute trades and rebalance client portfolios.
• Follow up on client trades to ensure proper settlement and delivery.
• Provide proactive client service and resolve issues with attention to detail.
• Respond to client inquiries regarding transactions and reports.
• Assist advisory team with client onboarding.
• Manage communications from clients and internal/external partners.
• Maintain client accounts and track key dates and timelines.
• Ensure accurate documentation in compliance with controls and regulations.

Skills

Bilingual English/French

Microsoft 365

Education

Post-secondary degree in finance

Tools

CFA Level I or higher

Job description

What is the opportunity?

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 will 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

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

2026-10-07

Application Deadline

2026-11-09

Note

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

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.