investment consultant

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

Investment Associate

RBC Dominion Securities | Bells Corners (Ottawa) | Full Time – 37.5 hrs/week

Job Overview

RBC Dominion Securities, Canada's leading full‑service investment and wealth‑management firm, is seeking an Investment Associate to provide dedicated support in investment and money‑management activities for a successful Advisory Team.

Primary Responsibilities

• Coordinate the execution of trades and decision‑making process with the advisory team, including complex trading and tax‑loss selling.
• Review portfolios regularly and re‑balance them with guidance.
• Support cash flow processes; coordinate with the advisory team to invest new monies in portfolios and free up cash for planned and unplanned withdrawals per team philosophy and set criteria.

Secondary Responsibilities

• Back‑up/support team associates occasionally with work such as account documentation, onboarding, operations work, client contact plan, meeting bookings, fee billing analysis, RSP/TFSA/RESP/FHSA processes, etc.
• Back up for team associates when they are away on holiday or out of the office.
• Lead and/or support IT initiatives, staying on top of new/improved tools, identify opportunities to better leverage.
• Coordinate & participate with the advisory team for investment management team meetings and communication.

Qualifications

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) – must have.
• Strong Microsoft Office Suite skills (especially Excel).
• Meticulous attention to detail and excellent time management skills.
• Minimum of 2 years of experience in the securities industry.
• Nice‑to‑have: Knowledge of RBC Dominion Securities' systems and procedures.

Benefits and Compensation

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. A world‑class training program in financial service. Leadership support through coaching and management opportunities to develop your career.

Application Information

Posted: December 09 2025 • Application deadline: December 23 2025 (submit by 11:59 PM). Recruitment will close on January 08 2026.

Location: 303 Moodie Dr, Ottawa, ON, Canada. Work location: On‑site.