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RBC

Investment Associate

Ottawa, ON, Canada

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 2, 2026
Experience: Minimum of 2 years of experience in securities industry
Posting language: English
Posted: Sep 18, 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 and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

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

What will you do?

Execute trades and rebalance portfolios.
Follow up on client trades to ensure proper settlement and delivery
Coordinate and prepare meetings for Advisors with their clients/prospects.
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
Assist the Advisor team with client onboarding.
Help manage incoming communications from clients, Advisors and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts

What do you need to succeed?

Must Have

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
Strong Microsoft Office Suite skills
Meticulous attention to detail and excellent time management skills
Minimum of 2 years of experience in securities industry

Nice to Have

Knowledge of RBC Dominion Securities’ systems and procedures, an asset

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

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

Additional Job Details

Address:

303 MOODIE DR: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:

2026-09-04

Application Deadline:

2026-10-02

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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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 Investment Associate will execute trades, rebalance portfolios, and provide proactive service to clients. They will also assist the advisory team with client onboarding and coordinate meetings for advisors.

Requirements

Candidates must have a minimum of 2 years of experience in the securities industry and hold Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certifications. Strong proficiency in the Microsoft Office Suite and excellent time management skills are also required.

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Trade execution
Portfolio rebalancing
Client onboarding
Time management
Microsoft office suite

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Training program

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Wealth Management
RBC Dominion Securities
Canadian Securities Course
CSC
Conduct and Practices Handbook Course
CPH
Trade Execution
Portfolio Rebalancing
Client Onboarding
Account Management
Financial Services
Microsoft Office
Securities Industry
Advisory Team
Client Service
Tax Receipts
Account Reporting

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