Investment Associate

What is the opportunity?

The RBC Dominion Securities branch located in Little Italy Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory team.

Job Description

The RBC Dominion Securities branch located in Little Italy Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory team.

We are seeking a detail-oriented and proactive trader to join our Money Management team at Menard Kinkaid Private Wealth of RBC Dominion Securities. As an Investment Associate, you will play a critical role in executing investment trades, managing portfolio rebalancing, and ensuring optimal investment timing for our high-net-worth client base. You will work collaboratively with Relationship Managers, Financial Planners, and Operations Associates to deliver exceptional administrative portfolio management services.

This is an excellent opportunity for a motivated individual with strong organizational skills and a passion for investment operations to grow their career in wealth management.

What will you do?

• Execute trades with precision, prioritizing "Timely" requests for same-day processing and routing standard requests to main trading days (Tuesdays & Thursdays)
• Handle book-wide trades strategically, reserving urgent activity for priority accounts
• Manage new client transitions by coordinating with Relationship Managers and Associates
• Manage portfolio accounts across daily, monthly, quarterly, and annual cycles to maintain optimal performance and client alignment.
• Execute routine portfolio activities including account monitoring, rebalancing, fund raising, and investment execution in accordance with established client models and timelines
• Conduct regular compliance reviews, generate required reporting and analysis, and maintain accurate account records.
• Collaborate effectively with internal teams by providing timely trade confirmations, account updates, and compliance information, while actively participating in team meetings and feedback sessions to ensure seamless operations and client service delivery.

What do you need to succeed?

Must-have

• Completed Canadian Investment Regulatory Exam or equivalent (candidates without current credentials must be willing and able to obtain them within the first 12 months of employment)
• Investment knowledge and strong understanding of asset classes, portfolio models, and investment vehicles (GICs, bonds, mutual funds, ETFs, TFSAs, RRSPs, RRIFs)
• Proficiency with data analysis and strong ability to review reports, identify discrepancies, and ensure data accuracy
• Meticulous attention to detail, excellent time management skills and comfortable with fast-paced, deadline-driven environments
• Proactive, self-motivated and client-focused

Nice-to-have

• 1-3 years of experience in trading, portfolio operations, or wealth management
• Proficiency working with AI
• Familiarity with Canadian investment vehicles and tax-advantaged accounts (TFSA, RRSP, RRIF)
• Basic understanding of portfolio rebalancing methodologies
• Experience with Salesforce or similar CRM systems
• Knowledge of compliance and regulatory requirements in investment management

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial service

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

333 PRESTON ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note:

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

Pay Range

$37,500.00 - $50,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.0x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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