Job Summary

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?

Support the portfolio management team in general administrative duties in the management of client accountsRequest information and documentation from clients in order to keep client files up to dateExecute on trades as directed by the portfolio management teamFollow up on orders to ensure proper settlement and deliveryReview portfolios regularlyRebalance portfolios with guidance from the portfolio management teamManage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.Review reports daily and process any necessary corrections and actions

What do you need to succeed?
Must-have

Post-secondary degree in finance or a related area of studyCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)Minimum of 2 years of professional work experience within the investment industryBilingualism (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 needsStrong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)

Nice-to-have

Passion for investments, analysis, and portfolio managementMeticulous attention to detail and excellent time management skillsStrong problem solving and analytical skillsEnthusiastic, committed, and entrepreneurial spirit

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 applicableLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging work

Job Skills

Additional Job Details

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:

2024-12-12

Application Deadline:

2025-02-03

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

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.