investment consultant

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

Investment Associate – RBC Dominion Securities

Montréal, QC, Canada – Full‑time, Regular – Salary: $26.73 to $67.00/h, Hours: 37.5/week – Posted 02 September 2025 – Application deadline 01 December 2025.

Job Summary

RBC Dominion Securities is seeking an Investment Associate to join a portfolio management team specialized in wealth management services for sophisticated clients.

Responsibilities

• Provide dedicated support to the portfolio management team on investment and money management activities.
• Support the portfolio management team in general administrative duties in the management of client accounts.
• Execute on trades as directed, follow up on orders to ensure proper settlement and delivery.
• Review portfolios regularly and rebalance portfolios with guidance from the portfolio management team.
• Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.
• Review reports daily and process any necessary corrections and actions.

Qualifications

• Post‑secondary degree in finance or related field.
• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
• Level I (or higher) of the CFA Program administered by the CFA Institute.
• Minimum of 2 years of professional work experience within the investment industry.
• Required bilingualism in English and French.
• Strong working knowledge of Microsoft 365 apps (Word, Excel, Outlook).
• Nice to have: Passion for investments, analysis, portfolio management, meticulous attention to detail, excellent time management, strong problem solving, analytical skills, enthusiastic and entrepreneurial spirit.

Benefits

• Comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
• Coaching and development opportunities.
• Dynamic, collaborative, high‑performing team environment.
• Opportunities to work on challenging projects.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. We foster a workplace based on respect, belonging and opportunity for all.