investment consultant

Investment Associate - RBC Dominion Securities Title posted on CareerBeacon - Investment Associate Posted on January 22, 2026 by Employer details RBC Dominion Securities Job details Job Description What is the opportunity? RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch in Northwest Edmonton is looking for a resourceful, efficient and collaborative individual to join our Team as an Investment Associate. By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities. What will you do? Execute investment trades and portfolio management as coordinated by Advisor Provide trade surveillance and ensure accuracy of portfolio holdings relative to the Investment Policy Statement Work with Advisor to develop the investment models and portfolio rebalancing Coordinate position maintenance, book cost accuracy and execution of corporate reorganizations Monitor fixed income maturities for reinvestment Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary. Administer estate adjustments and distribution Respond to client and related party inquiries (account transactions, requests for tax receipts, account reporting, etc.). Follow up on client trades to ensure proper settlement and delivery Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities. What you need to succeed Must-have (or working towards) Canadian Investment Regulatory Exam, CIRE Professional Microsoft Excel experience High level mathematical skills and logical thinking Strong time management and organization skills Nice-to-have: Knowledge of RBC Dominion Securities' systems and procedures Experience in the securities industry is an asset Demonstrated proficiency in providing world-class client service that will come across as professional, warm, and friendly to our clients 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. 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 Job details Address: 10111 104 AVE NW: Edmonton City: Edmonton Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-08 Application Deadline: 2026-02-21 Notes Important notice: This job posting has been provided by a partner site. Job Bank is not responsible for this content. Inclusion 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. Advertised until 2026-02-21 Location information and other details may be subject to change. If you are not located in Canada, you may need to consider eligibility requirements for work authorization. #J-18808-Ljbffr