Investment Associate: Wealth Advisory Support & Trading

RBC Dominion Securities; Ottawa; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading investment firm in Ottawa is seeking an Investment Associate to offer dedicated support for an Advisory Team in investment and money management. Responsibilities include coordinating trades, reviewing portfolios, and managing cash flow processes. Ideal candidates must have the Canadian Securities Course, experience in the securities industry, and strong skills in Microsoft Office Suite. This role provides a comprehensive rewards program with competitive compensation and career development opportunities.

Benefits

Comprehensive Total Rewards Program

Leadership support and coaching

World-class training program

Qualifications

• Must possess the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
• Strong skills in Microsoft Office Suite, particularly Excel.
• Minimum 2 years of experience in the securities industry.

Responsibilities

• Coordinate trade execution with the advisory team.
• Review and rebalance portfolios regularly.
• Support cash flow processes and investment activities.

Skills

Microsoft Office Suite

Attention to detail

Time management

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

A leading investment firm in Ottawa is seeking an Investment Associate to offer dedicated support for an Advisory Team in investment and money management. Responsibilities include coordinating trades, reviewing portfolios, and managing cash flow processes. Ideal candidates must have the Canadian Securities Course, experience in the securities industry, and strong skills in Microsoft Office Suite. This role provides a comprehensive rewards program with competitive compensation and career development opportunities.