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Added 3 mins ago
ST
Financial Accountant
Sinclair Technologies
Aurora, ON
- $75,000 to $90,000 CAD / year
- Temporary
…and completeness of financial information. Experience with Microsoft Dynamics 365 Business Central, ADP Workforce Now and Power BI will be valuable in supporting accounting and reporting…
Added 5 mins ago
BI
DevOps & Cloud Systems - Fullstack Developer
BrightOrder Inc.
Remote, Canada
- Full-time
- Remote
We’re looking for a Full Stack Developer with strong DevOps and AWS experience to help build, automate, and scale BrightOrder’s cloud-based platform.
Added 35 mins ago
A
Spécialiste principal(e) de l’implantation, Paie / Sr. Implementation Specialist, Payroll.
ADP
Montreal, QC
- Full-time
Added 50 mins ago
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Director of Engineering (Hardware)
CarbonCure Technologies
Dartmouth, NS
- Full-time
…Ventures, Blue Earth Capital, BDC, Amazon, Taronga Ventures, 2150, Microsoft, Samsung Ventures, BH3 Growth Equity, Carbon Direct, GreenSoil Investments and Mitsubishi Corporation. Follow…
Added 50 mins ago
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Ping Engineer: IT Support Analyst
Cyderes
Canada
- Contract
Support integrations with Active Directory, LDAP, Microsoft Entra ID, and enterprise applications.
Added 1 hour ago
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Senior Software Engineer, Dentrix Ascend
Henry Schein One UK
Surrey, BC
- Full-time
…development of Dentrix Ascend, our cloud-based practice management platform used by dental practices across the United States. Engineers in Canada work closely with product and engineering…
Added 1 hour ago
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Senior Business Analyst
OSBIE
Guelph, ON
- Full-time
Added 1 hour ago
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Technical Project Manager
Randstad Enterprise
Montreal, QC
- Contract
Contribute to assessments of retrieval performance and content effectiveness, helping distinguish content, metadata and governance issues from potential platform limitations.
Added 1 hour ago
MN
Key Account Manager
Minth North America, Inc.
ON · Ontario, Canada
- $115,000 to $125,000 CAD / year
- Full-time
Highly proficient with Microsoft Office Products to analyze data and trends, prepare written correspondence and presentations for executive-level meetings
Added 3 hours ago
Cybersecurity Lead - Product Security (Network Hardware & OS) 1
Celestica International LP
Toronto, ON
● Signing Toolchains: Hands-on experience implementing and troubleshooting developer signing workflows, specifically using OpenSSL (Linux/Windows) and Microsoft Signtool.
Added 4 hours ago
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Client Experience Associate
Royal Bank of Canada
Surrey, BC
- Full-time
Client Relationship Management, Collaboration, Microsoft Office, Time Management, Wealth Management, Written Communication
Added 6 hours ago
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Client Experience Associate
RBC Dominion Securities
Surrey, BC
- Full-time
Client Relationship Management, Collaboration, Microsoft Office, Time Management, Wealth Management, Written Communication
Added 6 hours ago
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Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Architect, build and maintain a hybrid integration platform, utilizing web services or RESTful-based integrations and APIs
Added 7 hours ago
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Senior Data Architect
Ripotek Technologies Inc.
Calgary, AB
- Full-time
…scalable, governed data architectures on Azure, Databricks, and Microsoft…
Added 7 hours ago
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Azure Solutions Consultant
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Calgary, AB
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…solutions using Azure Data Factory, Databricks, Synapse, and Microsoft Fabric. This is a hands-on technical role with client-facing…
Added 7 hours ago
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Junior Data Engineer
Ripotek Technologies Inc.
Calgary, AB
- Full-time
…data pipelines, writing SQL queries, and assisting with data platform implementations. This is an entry-level role ideal for recent graduates of our training programs or candidates with 0-2…
Added 7 hours ago
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D365 F&O Functional Analyst
Aston Carter
Richmond, BC
- Full-time
…continuous improvement of the Dynamics 365 Finance & Operations platform. This role manages system security, licensing, upgrades, and overall environment health, while configuring and…
Added 8 hours ago
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Senior Content Marketing Specialist
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London, ON
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Lead growth of subscribers and on-platform engagement across key organic social media channels
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Investment Banking – Summer Analyst
BNP Paribas
Montreal, QC
- Internship
…Montreal team will function as an integrated extension of the U.S. platform, providing support to U.S.-based…
Added 9 hours ago
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Programmer
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Experience with cloud-based infrastructure and application deployment (Amazon Web Services, Google Cloud Platform, Azure, etc.).
Added 11 hours ago
MR
Azure DevOps Engineer
Motion Recruitment
Toronto, ON
- Full-time
…infrastructure behind a next-generation electronic medical records platform, helping create the secure, scalable, and reliable foundation that healthcare professionals depend on. This is an…
Added 11 hours ago
GC
Advisor, Talent ManagementNew
Glencore Canada
Sparwood, BC
- $85,000 to $100,200 CAD / year
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Manage and optimize the performance and succession modules within our HRIS platform
Added 11 hours ago
M
Cloud Solution Architect
Microsoft
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
…Architects and MS stakeholders including FastTrack, partner, and Microsoft Consulting in developing complex end-to-end Enterprise solutions with the Microsoft Security…
Added 12 hours ago
B
Senior Analyst, Finance Reporting
Brookfield
Toronto, ON
- Full-time
Ad-hoc analyses and presentations on platform financial and operational results, as well as supporting any special projects
Added 12 hours ago
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Genesys Cloud CX Technical Lead
CGI
Toronto, ON
- Full-time
CGI is seeking a Genesys Cloud CX Technical Lead with specialized expertise in Genesys, CCaaS development, and Microsoft Azure. This role will lead the design, development, integration, and…

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.

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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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