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.