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Investment Associate

4 weeks ago

Surrey, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

The RBC Dominion Securities branch located in White Rock is seeking an Investment Associate to provide dedicated support in investment & money management activities for a successful Advisory Team.

**What will you do?**

  • Execute trades and rebalance portfolios.
  • Follow up on client trades to ensure proper settlement and delivery.
  • Update investment models and monitor portfolios.
  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
  • Assist the team with marketing campaigns.
  • Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

**What do you need to succeed?**

**Must-have**

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong Microsoft Office Suite skills
  • Meticulous attention to detail and excellent time management skills
  • Minimum of 2 years of experience in securities industry

**Nice-to-have**

  • Knowledge of RBC Dominion Securities’ systems and procedures, an asset

**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
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial service

The expected base salary range for this position is $37,500 - $45,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC’s high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

**Job Skills**

Adaptability, Business Development, Communication, Critical Thinking, Detail-Oriented, Financial Products, Industry Knowledge, Investments, Problem Management, Spreadsheet Software, Teamwork, Time Management, Trade Processing, Trading

**Additional Job Details**

**Address**

2626 CROYDON DR:SURREY

**City**

SURREY

**Country**

Canada

**Work hours/week**

37.5

**Employment Type**

Full time

**Platform**

WEALTH MANAGEMENT

**Job Type**

Regular

**Pay Type**

Salaried

**Posted Date**

2025-06-26

**Application Deadline**

2025-07-18

**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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