Investment Associate

Location: Montreal

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?

Support the portfolio management team in general administrative duties in the management of client accounts

Execute on trades as directed by the portfolio management team

Follow up on orders to ensure proper settlement and delivery

Review portfolios regularly

Rebalance portfolios with guidance from the portfolio management team

Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.

Review reports daily and process any necessary corrections and actions

What do you need to succeed?
Must-have

Post-secondary degree in finance or a related area of study

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)

Level I (or any higher level) of the CFA Program administered by the CFA Institute

Minimum of 2 years of professional work experience within the investment industry

Bilingualism (English and French) required, as you will regularly 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

Passion for investments, analysis, and portfolio management

Meticulous attention to detail and excellent time management skills

Strong problem solving and analytical skills

Enthusiastic, committed, and entrepreneurial spirit

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:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date aboveI
nclusion and Equal Opportunity Employment
At 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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