Investment Associate

Job Description

Ascendant Wealth Partners is a leading boutique wealth management practice within RBC Dominion Securities, combining the entrepreneurial culture of an independent firm with the strength and resources of Canada’s largest wealth management organization. Managing more than C $8 billion in AUM, our team provides customized investment management and comprehensive wealth planning to affluent families, business owners, executives, and foundations.

As an Investment Associate, you will be a trusted partner to our portfolio managers and advisors, providing investment analysis, portfolio administration, trade execution, client reporting and operational support while helping deliver customized wealth management solutions.

• Prepare and support the delivery of custom client reporting with a high degree of accuracy and professionalism.
• Conduct proactive portfolio analysis and trade execution oversight to support effective portfolio management aligned with client objectives.
• Contribute to investment strategy due diligence, research, and ongoing monitoring.
• Deliver exceptional client service through timely responses to inquiries, proactive problem resolution, and strong attention to detail.
• Identify and implement process improvements to enhance overall operational efficiency across internal teams.

• Bachelor's degree in a related field (Economics and/or Business)
• Passion for investments, financial markets, and portfolio management.
• Exceptional analytical skills.
• Meticulous attention to detail and excellent time management skills.
• Strong communication skills (both verbal and written).
• Ability to take initiative and function independently, balanced with strong collaboration skills.
• Understanding of portfolio theory and asset allocation models.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.

• CFA designation or working toward the CFA designation.
• Two or more years of financial planning, wealth management, or related financial services experience.

• A comprehensive Total Rewards Program including bonuses, 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 take on progressively greater accountabilities.
• Opportunities to build close relationships with clients.

This position includes competitive base pay; the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to 1.5x. Expected pay range: $55,000.00 - $90,000.00. You have the potential to earn RBC's discretionary variable compensation program, which gives you an opportunity to increase your total compensation if business meets its performance targets and you meet your individual goals.

• Address: 170 Bloor St W, Toronto, Canada
• Work hours / week: 37.5
• Employment type:
  
  Full time
• Job type:
  Regular
• Pay type:
  
  Salaried
• Posted date:
• Final date to receive applications: