Investment Associate

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities Coquitlam Branch is seeking an Investment Associate to provide dedicated support in investment & portfolio management for a successful Advisory Team.

• Manage, execute and monitor all discretionary and non-discretionary investment operations – trading, rebalancing, modelling, cash flow, maturing issues, reorgs, and compliance requirements.
• Prepare, monitor and update Investment Policy Statements.
• Review and execute on daily reports, transactions, task and activities.
• Stay current on reading and research specific to the Portfolio Manager’s investment discipline & strategy.
• Explore ideas and opportunities in equities, fixed income and alternative assets.
• Proactively review portfolios and models and discuss details and recommendations with Portfolio Manager.
• Support with the preparation of proposals (clients and prospects).
• Manage and implement efficient procedures for all portfolio management and investment related work.
• Active participant in regular Investment Committee team meetings, stay on top of market insight emails and market update calls.
• Handle market and portfolio-related client inquiries and elevate to client‑facing advisory team as necessary.

• Minimum of 3 years of investment management experience.
• A self‑directed individual with a growth and goals‑oriented mindset.
• Meticulous attention to detail and excellent organizational skills.
• Accurate number skills.

• Knowledge of RBC Dominion Securities’ systems and procedures will be an asset.
• Successful completion of CFA, CMT – must be IIROC licensed.
• Strong problem‑solving skills and analytical skills.

• 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.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business and geographies.

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals, market conditions, and business needs.

The expected base salary range for this position is $40,000 - $50,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and play a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture.
• Enables collective achievement of our strategic goals.
• Generates sustainable shareholder returns and above market shareholder value.

Job

Skills:

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management.

Address: 2950 GLEN DR:

COQUITLAM

City:
Coquitlam

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried