Investment Associate

Job Description 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. What is the opportunity? 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 do you need to succeed? Must-have (or working towards) Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or CFA Level 1 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? 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 Skills Account Management Customer Success Decision Making Financial Regulation Group Problem Solving Interpersonal Relationships Investment Risk Management Additional 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: 2026-01-21 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above 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. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. #J-18808-Ljbffr