Investment Associate

Job Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them. The RBC Dominion Securities branch located in Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory Team. What will you do? Execute trades and rebalance portfolios. Follow up on client trades to ensure proper settlement and delivery Coordinate and prepare meetings for Advisors with their clients/prospects. 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 Advisor 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 What do you need to succeed? Must Have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) Strong Microsoft Office Suite skills Meticulous attention to detail and excellent time management skills Minimum of 2 years of experience in securities industry Nice to Have Knowledge of RBC Dominion Securities’ systems and procedures, an asset 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 Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details Address: 303 MOODIE DR: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: 2026-09-04 Application Deadline: 2026-09-18 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.

The Investment Associate provides dedicated support for an Advisory Team by executing trades, rebalancing portfolios, and managing client onboarding. They are responsible for proactive client service, coordinating meetings, and handling account inquiries and reporting.

Candidates must have a minimum of 2 years of experience in the securities industry and hold CSC and CPH certifications. Proficiency in Microsoft Office and strong attention to detail are essential for success in this role.

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock options • Coaching and development • Training program

• Time managementPreferred
• Client OnboardingPreferred
• Account ManagementPreferred
• Decision MakingPreferred
• Microsoft Office SuitePreferred

Identified from the job description. Confirm important requirements above.

• Account Management
• Customer Success
• Decision Making
• Financial Regulation
• Group Problem Solving
• Interpersonal Relationships
• Investment Risk Management
• Trade Execution
• Portfolio Rebalancing
• Client Onboarding
• Microsoft Office Suite
• Time Management

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Oct 4, 2026

Posting language

English

Working hours

38 hours per week

Seniority

Not Applicable