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Added 11 mins ago
W
RETAIL PHARMACY STUDENT
Walmart
Mount Pearl, NL
- Part-time
7. Complete program activities if applicable: OTC scenarios, topic of the week, project of the month, follow ups, pt. consultations, clinics, community outreach
Added 28 mins ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein jour
Shoppers Drug Mart
Montreal, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 28 mins ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 28 mins ago
SD
Cashier, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Edmonton, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 28 mins ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Edmonton, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 28 mins ago
S
Seasonal Associate
sephora.com
Toronto, ON
- $19.2 to $22.6 CAD / hour
- Full-time
At Sephora Canada, beauty is about feeling seen, valued, and empowered - individually and as a community. This holiday season, we’re looking for people who are excited to bring warmth,…
Added 45 mins ago
CO
Senior Project Controls Scheduler
City of Calgary
Calgary, AB
- $61.78 CAD / hour
- Full-time
- Hybrid
…programs and operate the facilities which make a difference in our community. We support work-life balance, promote physical and psychological safety, and offer competitive wages, pensions,…
Added 1 hour ago
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Sales Support Coordinator
UNFI
Concord, ON
- Full-time
- On-site
…Environment:Remote:This position is classified as remote where the associate will perform remote work from their primary residence. Remote associates are welcome to work from the office but…
Added 1 hour ago
W
(CAN) Relief Pharmacist, Full Time
Walmart
North Battleford, SK · Prince Albert, SK · Saskatoon, SK
- Full-time
Added 1 hour ago
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(CAN) Pharmacy Manager
Walmart
Bridgewater, NS
- Full-time
…Associates' scheduling according to business needs, ongoing associate assessment and periodic performance reviews. Responsible for developing and executing business action plans to meet the…
Added 1 hour ago
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(CAN) Overnight Assistant Manager
Walmart
Halifax, NS
- Full-time
…analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures. Communicates sales results…
Added 1 hour ago
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Optician, Dual Licensed
Walmart
London, ON
- Part-time
Build collaborative relationships with Optometrists and other healthcare providers in Walmart and within the community.
Added 1 hour ago
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(CAN) Overnight Assistant Manager
Walmart
Trenton, ON
- Full-time
…analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures. Communicates sales results…
Added 1 hour ago
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Pharmacy Assistant
Walmart
Peterborough, ON
- Part-time
Minimum 1 year of community pharmacy experience preferred.
Added 1 hour ago
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General Merchandise Assistant Manager
Walmart
Red Deer, AB
- Full-time
…analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures. Communicates sales results…
Added 1 hour ago
W
(CAN) Pharmacy Manager
Walmart
North Battleford, SK
- Full-time
…Associates' scheduling according to business needs, ongoing associate assessment and periodic performance reviews. Responsible for developing and executing business action plans to meet the…
Added 1 hour ago
W
District Relief Pharmacist - Part Time
Walmart
Brampton, ON
- Part-time
Added 1 hour ago
W
(CAN) Retail Pharmacy Student
Walmart
St. John's, NL
- Part-time
7. Complete program activities if applicable: OTC scenarios, topic of the week, project of the month, follow ups, pt. consultations, clinics, community outreach
Added 1 hour ago
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(CAN) Overnight Assistant Manager
Walmart
Joliette, QC
- Full-time
…analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures. Communicates sales results…
Added 1 hour ago
W
General Merchandise Assistant Manager
Walmart
St. Albert, AB
- Full-time
…analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures. Communicates sales results…
Added 1 hour ago
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(CAN) Food & Consumables Coach
Walmart
Slave Lake, AB
- Full-time
1.Proactively analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures. Communicates sales…
Added 1 hour ago
K
Associate People Operations Business Partner
Knix
Toronto, ON
- Full-time
…real life. Through our innovative products and our engaged community, we are empowering people everywhere to be unapologetically free. Launched in 2013, we are one of the fastest-growing…
Added 1 hour ago
UO
Associate Director, Health Services
University of Waterloo
Waterloo, ON · Health Services
- Full-time
The Associate Director, Health Services (ADHS) is accountable to support Campus Wellness senior leadership (University Medical Director and Director, Operations) in the strategic and…
Added 1 hour ago
AG
Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
Entry or Associate level of experience in integrated media planning.
Added 1 hour ago
AG
Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
Entry or Associate level of experience in integrated media planning.

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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