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Added 2 mins ago
YU
Enrolment Services Coordinator
Yorkville University
New Westminster, BC
- Contract
Reporting to the Associate Director, Enrolment Management, we are hiring an Enrolment Services Coordinator for a 12-month contract. As our new Enrolment Services Coordinator, you will play…
Added 2 mins ago
F
Senior Machine Learning Engineer
Fusemachines
Remote, Canada
- Contract
- Remote
Fusemachines is a leading AI strategy, talent, and education services provider. Founded by Sameer Maskey Ph.D., Adjunct Associate Professor at Columbia University, Fusemachines has a core…
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- Full-time
…responsibilities and tasks, retention of great talent, and high Associate…
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The Salvation Army Canada and Bermuda Territory
Streetsville, ON
- Part-time
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TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Saint John, NB
- Full-time
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Store Associate
The Salvation Army Canada and Bermuda Territory
Mississauga, ON
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Logistics Technician, Associate
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AB · Canada-Edmonton (Dyna-Flo)
- Full-time
We are looking for an Associate Logistics Technician to join our Dyna-Flo team in Edmonton, AB!
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Bilingual Underwriting Operations Associate (12 M Contract)
CNA Insurance
Calgary, AB · Winnipeg, MB · Toronto, ON · Montreal, QC
- Full-time
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Kelowna, BC
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Associate Technical Consultant
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Calgary, AB · Edmonton, AB
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Medical Device Sales Representative – Lower Mainland BC
Tribe Medical Group Inc
Richmond, BC · Vancouver, BC
- $80,000 to $85,000 CAD / year
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As a Surgical Technology Associate, you will join our team in Lower Mainland, BC representing Tribe Medical Group. In this role, you will be responsible for all aspects of sales in your…
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Associate
Brookfield Asset Management
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- Full-time
Brookfield is seeking an Associate, Investments to join its Infrastructure investment team in New York, with a primary focus on Brookfield’s flagship infrastructure fund series.
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Seasonal Retail Associate
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Urban Outfitters Key Holder
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Supports the onboarding of new hires in their orientation and training, provides feedback to leadership team on associate performance and promotability
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Associate Marketing Manager, Acquisition & Retention, Affinity Markets
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Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
…acquisition and retention initiatives. We are seeking a talented Associate Marketing Manager to lead our efforts in acquiring new leads and retaining existing clients and expanding their…
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(CAN) General Merchandise Associate
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(CAN) Day Remodel Associate
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(CAN) Stockperson/Cartpusher
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(CAN) OMNI Customer Fulfillment Associate
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RBC

Investment Associate

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 9, 2026
Experience: Minimum of 2 years of professional work experience within the investment industry
Posting language: English
Posted: Oct 7, 2026

Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.

What will you do?

Execute trades and rebalance portfolios.
Follow up on client trades to ensure proper settlement and delivery.
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 advisory 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.
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.

What do you need to succeed?

Must-have

Canadian Investment Regulatory Exam (CIRE)
Post-secondary degree in finance or a related area of study
Minimum of 2 years of professional work experience within the investment industry
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)

Nice-to-have

CFA Level I or higher
Passion for investments, analysis, and portfolio management
Meticulous attention to detail and excellent time management skills
Strong problem solving 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
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-07

Application Deadline:

2026-11-09

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 support the portfolio management team by executing trades, rebalancing portfolios, and ensuring accurate settlement. They will also provide proactive client service, manage account documentation, and assist with client onboarding processes.

Requirements

Candidates must hold a Canadian Investment Regulatory Exam (CIRE) certification and possess a post-secondary degree in finance. A minimum of 2 years of professional experience in the investment industry and bilingualism in English and French are required.

Skills

Investment management
Portfolio rebalancing
Trade execution
Client service
Problem resolution
Account management
Client onboarding
Regulatory compliance
Microsoft 365
Analytical skills
Time management
Attention to detail
Financial reporting
Communication

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Wealth Management
Portfolio Management
CIRE
Trade Execution
Client Onboarding
Regulatory Requirements
Microsoft Word
Microsoft Excel
Microsoft Outlook
CFA Level I
Financial Analysis
Account Reporting
Internal Controls
Investment Industry

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