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Added 20 mins ago
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RBC

Investment Associate

Coquitlam, BC, Canada

Pay: The expected base salary range for this position is $40,000 - $50,000.
Job type: Full-time
Apply by: Oct 11, 2026
Experience: Minimum of 3 years of investment management experience
Posting language: English
Posted: Sep 28, 2026

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Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities Coquitlam Branch is seeking an Investment Associate to provide dedicated support in investment & portfolio management for a successful Advisory Team.

What will you do?

Manage, execute and monitor all discretionary and non-discretionary investment operations-trading, rebalancing, modelling, cash flow, maturing issues, reorgs, and compliance requirements
Prepare, monitor and update Investment Policy Statements
Review and execute on daily reports, transactions, task and activities
Stay current on reading and research specific to the Portfolio Manager’s investment discipline & strategy
Explore ideas and opportunities in equities, fixed income and alternative assets
Proactively review portfolios and models and discuss details and recommendations with Portfolio Manager
Support with the preparation of proposals (clients and prospects)
Manage and implement efficient procedures for all portfolio management and investment related work
Active participant in regular Investment Committee team meetings, stay on top of market insight emails and market update calls.
Handle market and portfolio-related client inquiries and escalate to client-facing advisory team as necessary

What do you need to succeed?

Must Have

Minimum of 3 years of investment management experience
A self-directed individual with a growth and goals-oriented mindset
Meticulous attention to detail and excellent organizational skills
Accurate number skills

Nice to Have

Knowledge of RBC Dominion Securities’ systems and procedures will be an asset
Successful completion of CFA,CMT- must be IIROC licensed
Strong problem solving skills and analytical skills

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
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies

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

The expected base salary range for this position is $40,000 - $50,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

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

Additional Job Details

Address:

2950 GLEN DR:COQUITLAM

City:

Coquitlam

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-06

Application Deadline:

2026-10-11

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

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.

Apply About employer

More about this job

Responsibilities

The Investment Associate will manage and execute investment operations, including trading, rebalancing, and portfolio modeling for an advisory team. They will also support the team by preparing client proposals, monitoring market reports, and handling client inquiries.

Requirements

Candidates must have a minimum of 3 years of investment management experience and strong organizational skills. Completion of CFA or CMT designations is preferred, and the candidate must be IIROC licensed.

Skills

Investment management
Portfolio management
Trading
Rebalancing
Financial modeling
Compliance
Equities
Fixed income
Alternative assets
Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Wealth Management
RBC Dominion Securities
Portfolio Management
Trading
Rebalancing
Investment Policy Statements
Equities
Fixed Income
Alternative Assets
CFA
CMT
IIROC
Account Management
Customer Success
Financial Regulation
Investment Risk Management
Compliance
Market Research
Client Support

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