Investment Associate

Position: Investment Associate at RBC Dominion Securities
Elevate your career with RBC Dominion Securities as an Investment Associate in Coquitlam, BC. Provide expert support in investment and portfolio management for a dynamic Advisory Team.

Join a prestigious firm ranked #1 in Canada, where you will leverage your 3+ years of investment management experience. This role empowers you to manage investment operations, prepare policy statements, and review portfolios. Your attention to detail and organizational skills will shine as you support client proposals and actively participate in Investment Committee meetings.

Key Responsibilities:

• Manage discretionary and non-discretionary investment operations

• Prepare and update Investment Policy Statements

• Monitor daily transactions and reports

• Review portfolios and discuss recommendations

• Handle client inquiries regarding market and portfolios

Requirements:

• Minimum of 3 years of investment management experience

• Self-directed with a growth-oriented mindset

• Exceptional attention to detail and organization

• Accurate numerical and analytical skills

• IIROC licensed, CFA or CMT is a plus

Bring your expertise in investment management to RBC Dominion Securities and help clients achieve their financial goals.
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