Investment Associate

Job DescriptionWhat is the Opportunity?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 (removing collaborative) 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.What will you do?Support day-to-day execution of portfolio changes and ongoing investment managementMonitor portfolios, conduct rebalancing, and contribute to tactical asset allocation adjustmentsAssist in the development and refinement of model portfoliosPrepare investment analysis and reporting to support client reviews, proposals, and presentationsMaintain awareness of market conditions, trends, and investment opportunities through internal and external researchLeverage research from RBC Portfolio Advisory Group and RBC Capital Markets to support portfolio positioningEnsure high standards of accuracy and consistency in documentation and reportingContribute to the delivery of an exceptional client service experience by supporting the broader team in their advisory rolesWhat do you need to succeed?Must-haveCanadian Securities Course (CSC) completedAn asset would be the CFA or CIMStrong interest and knowledge of financial markets and investment productsExceptional attention to detail and organizational skillsExcellent communication skills, both written and verbalProficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)Proven ability to manage multiple tasks and deadlines in a dynamic environmentDemonstrated professionalism and commitment to supporting high-net-worth clientsCollaborative mindset with a desire to contribute to team successEnthusiastic, self-motivated, and committed to ongoing professional growthNice-to-haveKnowledge of RBC Dominion Securities’ systems and proceduresCFA or CIM an asset but not requiredWhat'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. You will also benefit from:A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAn opportunity to make a difference and have a lasting impact on the lives of othersWork in a dynamic, collaborative, progressive, and high-performing teamThe chance to work in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesJob SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress:1361 PARIS ST:GREATER SUDBURY / GRAND SUDBURYCity:Greater Sudbury / Grand SudburyCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2025-12-02Application Deadline:2025-12-17Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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.