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Job summary

The Investment Associate will execute investment trades, manage portfolio rebalancing, and ensure optimal investment timing for high-net-worth clients. They will also collaborate with internal teams to provide administrative portfolio management services and maintain accurate account records.

Job details

Job Description What is the opportunity? The RBC Dominion Securities branch located in Little Italy Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory team. We are seeking a detail-oriented and proactive trader to join our Money Management team at Menard Kinkaid Private Wealth of RBC Dominion Securities. As an Investment Associate, you will play a critical role in executing investment trades, managing portfolio rebalancing, and ensuring optimal investment timing for our high-net-worth client base. You will work collaboratively with Relationship Managers, Financial Planners, and Operations Associates to deliver exceptional administrative portfolio management services. This is an excellent opportunity for a motivated individual with strong organizational skills and a passion for investment operations to grow their career in wealth management. What will you do? • Execute trades with precision, prioritizing "Timely" requests for same-day processing and routing standard requests to main trading days (Tuesdays & Thursdays) • Handle book-wide trades strategically, reserving urgent activity for priority accounts • Manage new client transitions by coordinating with Relationship Managers and Associates • Manage portfolio accounts across daily, monthly, quarterly, and annual cycles to maintain optimal performance and client alignment. • Execute routine portfolio activities including account monitoring, rebalancing, fund raising, and investment execution in accordance with established client models and timelines • Conduct regular compliance reviews, generate required reporting and analysis, and maintain accurate account records. • Collaborate effectively with internal teams by providing timely trade confirmations, account updates, and compliance information, while actively participating in team meetings and feedback sessions to ensure seamless operations and client service delivery. What do you need to succeed? Must-have • Completed Canadian Investment Regulatory Exam or equivalent (candidates without current credentials must be willing and able to obtain them within the first 12 months of employment) • Investment knowledge and strong understanding of asset classes, portfolio models, and investment vehicles (GICs, bonds, mutual funds, ETFs, TFSAs, RRSPs, RRIFs) • Proficiency with data analysis and strong ability to review reports, identify discrepancies, and ensure data accuracy • Meticulous attention to detail, excellent time management skills and comfortable with fast-paced, deadline-driven environments • Proactive, self-motivated and client-focused Nice-to-have • 1–3 years of experience in trading, portfolio operations, or wealth management • Proficiency working with AI • Familiarity with Canadian investment vehicles and tax-advantaged accounts (TFSA, RRSP, RRIF) • Basic understanding of portfolio rebalancing methodologies • Experience with Salesforce or similar CRM systems • Knowledge of compliance and regulatory requirements in investment management 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 Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement Additional Job Details Address: 333 PRESTON ST: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: 2026-09-23 Application Deadline: 2026-10-08 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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.

What you’ll do

The Investment Associate will execute investment trades, manage portfolio rebalancing, and ensure optimal investment timing for high-net-worth clients. They will also collaborate with internal teams to provide administrative portfolio management services and maintain accurate account records.

Requirements

Candidates must possess or be willing to obtain the Canadian Investment Regulatory Exam or equivalent within 12 months. Strong knowledge of asset classes, investment vehicles, and proficiency in data analysis are essential for this role.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock options

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Attention to detail · Preferred
• Data analysis · Preferred
• Compliance · Preferred
• Reporting · Preferred
• Financial planning · Preferred
• CRM Systems · Preferred
• Salesforce · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment management
• Trading
• Portfolio rebalancing
• Data analysis
• Compliance
• Client service
• Time management
• Attention to detail
• Financial planning
• Asset classes
• Reporting
• CRM systems
• Salesforce
• Investment operations
• Wealth management
• Reporting and Analysis
• Workplace Inclusivity
• Trade Confirmations
• Relationship Management
• Organizational Skills
• Customer Service Management
• Ability To Meet Deadlines
• Self-Motivation
• Artificial Intelligence
• Data Analysis
• Asset Classes
• Customer Relationship Management
• Investments
• Decision Making
• Customer Service
• Fundraising
• Financial Services
• Investment Management
• Innovation
• Investment Performance
• Money Management
• Operations
• Portfolio Management
• Portfolio Optimization
• Wealth Management
• Coaching
• Time Management
• Securities (Finance)
• Coordinating
• Detail Oriented

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Investment Associate
• Investment / Portfolio Analyst
• Financial Analysts
• Financial and Investment Analysts