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Added 17 mins ago
Investment Associate
RBC
Ottawa, ON
Full-time
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Associate
RBC
Windsor, ON
Full-time
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Associate
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Full-time
The RBC Dominion Securities Branch located in Oakville, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by providing…

RBC

Associate

Ottawa, ON, Canada

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 23, 2026

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Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch in Ottawa is looking for a resourceful, efficient and collaborative individual to join our Team as an Associate.

By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities.

What will you do?

Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
Monitors private banking business performance and market conditions when implementing new private banking services.
Introduces products and services to high net worth clients.
Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
Maintain existing client accounts from an account maintenance perspective, including but not limited to management of models, execution of trades, all position rebalancing functions to contracted levels, cash raises, and sending EFTs.
Follow up on client trades to ensure proper settlement and delivery.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
Ad hoc analysis on products and/or accounts as directed by the Advisor Team.

What do you need to succeed?

Must-have

Canadian Investment Regulatory Exam, CIRE.
Strong skills working with business applications/technology, including Microsoft Office Suite with experience and comfort with both Microsoft Excel and basic numeracy skills.
High quality time management and organization skills.
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
Exceptional verbal and written communication skills.

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures.
Experience in the securities industry is an asset.

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

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
An opportunity to make a difference and have a lasting impact on the lives of others
Work in a dynamic, collaborative, progressive, and high-performing team
The chance to work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

45 O'CONNOR 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:

2026-10-07

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.

Join our Talent Community

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.

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

The Associate will manage client accounts, execute trades, and ensure all documentation remains compliant and up-to-date. They will also support Investment Advisors by performing ad hoc analysis and providing exceptional service to high-net-worth clients.

Requirements

Candidates must hold a Canadian Investment Regulatory Exam (CIRE) certification and possess strong proficiency in Microsoft Office, particularly Excel. Excellent organizational, communication, and client service skills are essential for success in this role.

Skills

Account management
Customer service
Financial regulation
Investment management
Portfolio management
Wealth management
Microsoft Office
Microsoft Excel
Numeracy
Time management
Organization
Communication
Trade execution
Client relations
Documentation
Compliance

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

RBC Dominion Securities
Wealth Management
Investment
CIRE
Account Administration
Portfolio Management
Private Banking
Client Service
Trade Settlement
Position Rebalancing
EFT
Financial Planning
Compliance
Microsoft Excel
Microsoft Office
High Net Worth
Securities Industry
Administration
Data Analysis
Reporting

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