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RBC Dominion Securities

Investment Associate

Ottawa, ON, Canada

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 8, 2026
Experience: 1–3 years of experience in trading, portfolio operations, or wealth management
Posting language: English
Posted: Sep 23, 2026

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Original job description

Job Description

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.

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?

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 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:

2026-09-23

Application Deadline:

2026-10-08

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$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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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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</a/p>

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

Execute investment trades, manage portfolio rebalancing and account activity, and coordinate client transitions while prioritizing timely requests. Maintain accurate account records, conduct compliance reviews, prepare reporting and analysis, and collaborate with internal teams to support high-quality portfolio management and client service.

Requirements

Candidates must have completed the Canadian Investment Regulatory Exam or an equivalent, or be able and willing to obtain the credential within their first 12 months. They need investment knowledge, data-analysis skills, meticulous attention to detail, strong time management, and a proactive, client-focused approach; 1–3 years of relevant experience is an asset.

Skills

Investment Trading
Portfolio Rebalancing
Investment Management
Portfolio Operations
Asset Class Knowledge
Data Analysis
Attention To Detail
Time Management
Client Service
Compliance Reviews
Investment Reporting
Account Monitoring
Trade Execution
Portfolio Management
Salesforce
Artificial Intelligence

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock
Coaching And Development Opportunities
Training Program

Visa sponsorship

Not detected in the job text

Keywords

Canadian Investment Regulatory Exam
Investment Trading
Trade Execution
Portfolio Rebalancing
Money Management
Portfolio Operations
Wealth Management
Asset Classes
Portfolio Models
GICs
Bonds
Mutual Funds
ETFs
TFSAs
RRSPs
RRIFs
Data Analysis
Compliance Reviews
Investment Reporting
Account Monitoring
Client Transitions
Salesforce
Artificial Intelligence
Regulatory Requirements
High-Net-Worth Clients

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