Investment Associate Job Sudbury area,Ontario Canada,Finance & Banking

Job Description

What is the Opportunity?

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 branch located in Sudbury is looking for a resourceful and efficient (removing collaborative) individual to join our leading wealth management firm as an Investment Associate.

As a core member of the team, you will work closely with the Portfolio Manager on the execution and monitoring of investment portfolios. Over time, you will play a key role in the development and implementation of model portfolios, with exposure to a wide range of investment strategies and research resources.

What will you do?

Support day-to-day execution of portfolio changes and ongoing investment management

Monitor portfolios, conduct rebalancing, and contribute to tactical asset allocation adjustments

Assist in the development and refinement of model portfolios

Prepare investment analysis and reporting to support client reviews, proposals, and presentations

Maintain awareness of market conditions, trends, and investment opportunities through internal and external research

Leverage research from RBC Portfolio Advisory Group and RBC Capital Markets to support portfolio positioning

Ensure high standards of accuracy and consistency in documentation and reporting

Contribute to the delivery of an exceptional client service experience by supporting the broader team in their advisory roles

What do you need to succeed?

Must-have

Canadian Investment Regulatory Exam, CIRE

Strong interest and knowledge of financial markets and investment products

Exceptional attention to detail and organizational skills

Excellent communication skills, both written and verbal

Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)

Proven ability to manage multiple tasks and deadlines in a dynamic environment

Demonstrated professionalism and commitment to supporting high-net-worth clients

Collaborative mindset with a desire to contribute to team success

Enthusiastic, self-motivated, and committed to ongoing professional growth

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures

CFA or CIM an asset but not required

What's in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

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

An opportunity to make a difference and have a lasting impact on the lives of others

Work in a dynamic, collaborative, progressive, and high-performing team

The chance to work in a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services

Job Skills

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

Additional Job Details

Address:

1361 PARIS ST:

GREATER SUDBURY / GRAND SUDBURY

City:

Greater Sudbury / Grand Sudbury

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 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.


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