Investment Associate: Portfolio Management & Trading

RBC Dominion Securities; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Montreal is seeking an Investment Associate to join their portfolio management team specializing in wealth management services. The ideal candidate will possess a post-secondary degree in finance or related field, bilingualism in English and French, and at least 2 years of experience in the investment industry. Responsibilities include supporting investment activities and managing client accounts. This role offers competitive compensation and benefits in a dynamic team environment.

Benefits

Comprehensive Total Rewards Program

Coaching and development opportunities

Dynamic team environment

Opportunities for challenging projects

Qualifications

• Minimum of 2 years of professional work experience within the investment industry.
• Passion for investments and portfolio management.
• Meticulous attention to detail is required.

Responsibilities

• Provide dedicated support to the portfolio management team on investment activities.
• Execute on trades and follow up on orders.
• Review and rebalance portfolios with guidance.

Skills

Bilingualism in English and French

Strong working knowledge of Microsoft 365

Analytical skills

Time management

Problem solving

Education

Post-secondary degree in finance or related field

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Level I of the CFA Program

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

A leading financial institution in Montreal is seeking an Investment Associate to join their portfolio management team specializing in wealth management services. The ideal candidate will possess a post-secondary degree in finance or related field, bilingualism in English and French, and at least 2 years of experience in the investment industry. Responsibilities include supporting investment activities and managing client accounts. This role offers competitive compensation and benefits in a dynamic team environment.