Investment Associate

RBC • Sudbury, ON

1d • Onsite

About The Position

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 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.

Requirements

• 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 Haves

• Knowledge of RBC Dominion Securities’ systems and procedures
• CFA or CIM an asset but not required

Responsibilities

• 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

Benefits

• Bonuses
• Flexible benefits
• Competitive compensation
• Commissions
• 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
• A world-class training program in financial services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees