investment consultant
Job Description
Investment Associate – RBC Dominion Securities
Montréal, QC, Canada – Full‑time, Regular – Salary: $26.73 to $67.00/h, Hours: 37.5/week – Posted 02 September 2025 – Application deadline 01 December 2025.
Job Summary
RBC Dominion Securities is seeking an Investment Associate to join a portfolio management team specialized in wealth management services for sophisticated clients.
Responsibilities
- Provide dedicated support to the portfolio management team on investment and money management activities.
- Support the portfolio management team in general administrative duties in the management of client accounts.
- Execute on trades as directed, follow up on orders to ensure proper settlement and delivery.
- Review portfolios regularly and 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.
Qualifications
- Post‑secondary degree in finance or related field.
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Level I (or higher) of the CFA Program administered by the CFA Institute.
- Minimum of 2 years of professional work experience within the investment industry.
- Required bilingualism in English and French.
- Strong working knowledge of Microsoft 365 apps (Word, Excel, Outlook).
- Nice to have: Passion for investments, analysis, portfolio management, meticulous attention to detail, excellent time management, strong problem solving, analytical skills, enthusiastic and entrepreneurial spirit.
Benefits
- Comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
- Coaching and development opportunities.
- Dynamic, collaborative, high‑performing team environment.
- Opportunities to work on challenging projects.
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. We foster a workplace based on respect, belonging and opportunity for all.
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How to Apply
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