Investment Associate

1 week ago

MontSaintHilaire, Canada Brewin Dolphin Full time

**Job Summary**

**What is the opportunity?**

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.

**What will you do?**
- Support the portfolio management team in general administrative duties in the management of client accounts
- Request information and documentation from clients in order to keep client files up to date
- Execute on trades as directed by the portfolio management team
- Follow up on orders to ensure proper settlement and delivery
- Review portfolios regularly
- Rebalance portfolios with guidance from the portfolio management team
- Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.
- Review reports daily and process any necessary corrections and actions

**What do you need to succeed?**
**Must-have**
- Post-secondary degree in finance or a related area of study
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Minimum of 2 years of professional work experience within the investment industry
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)

**Nice-to-have**
- Passion for investments, analysis, and portfolio management
- Meticulous attention to detail and excellent time management skills
- Strong problem solving and analytical skills
- Enthusiastic, committed, and entrepreneurial spirit

**What’s in it for you?**

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving 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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work

**Job Skills**

**Additional Job Details**

**Address**:
383 BOUL SIR WILFRID LAURIER:MONT-SAINT-HILAIRE

**City**:
MONT-SAINT-HILAIRE

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-01-28

**Application Deadline**:
2025-05-20

**I**nclusion** 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.

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