Investment Associate
About The Position
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. Our success is built on exceptional people, intellectual curiosity, collaboration, and an unwavering commitment to delivering an exceptional client experience and results. 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. Success in this role requires intellectual curiosity, sound judgment, precision, initiative, and the ability to anticipate needs before they arise. You will thrive in a collaborative, high-performing environment where continuous learning, accountability, and excellence are at the core of everything we do.
Requirements
- 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
Nice To Haves
- CFA or working towards the CFA designation
- Two or more years of financial planning, wealth management, or related financial services experience
Responsibilities
- 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.
Benefits
- bonuses
- flexible benefits
- competitive compensation
- commissions
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
