Investment Associate
Top Benefits
About the role
What 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 management
- Monitor portfolios, conduct rebalancing, and contribute to tactical asset allocation adjustments
- Assist in the development and refinement of model portfolios
- Prepare investment analysis and reporting to support client reviews, proposals, and presentations
- Maintain awareness of market conditions, trends, and investment opportunities through internal and external research
- Leverage research from RBC Portfolio Advisory Group and RBC Capital Markets to support portfolio positioning
- Ensure high standards of accuracy and consistency in documentation and reporting
- Contribute to the delivery of an exceptional client service experience by supporting the broader team in their advisory roles
What do you need to succeed?
Must-have
- Canadian Securities Course (CSC) completed
- An asset would be the CFA or CIM
- Strong interest and knowledge of financial markets and investment products
- Exceptional attention to detail and organizational skills
- Excellent communication skills, both written and verbal
- Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Proven ability to manage multiple tasks and deadlines in a dynamic environment
- Demonstrated professionalism and commitment to supporting high-net-worth clients
- Collaborative mindset with a desire to contribute to team success
- Enthusiastic, self-motivated, and committed to ongoing professional growth
Nice-to-have
- Knowledge of RBC Dominion Securities’ systems and procedures
- CFA or CIM an asset but not required
What'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 applicable
- Leaders who support your development through coaching and managing opportunities
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Investment Associate
Top Benefits
About the role
What 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 management
- Monitor portfolios, conduct rebalancing, and contribute to tactical asset allocation adjustments
- Assist in the development and refinement of model portfolios
- Prepare investment analysis and reporting to support client reviews, proposals, and presentations
- Maintain awareness of market conditions, trends, and investment opportunities through internal and external research
- Leverage research from RBC Portfolio Advisory Group and RBC Capital Markets to support portfolio positioning
- Ensure high standards of accuracy and consistency in documentation and reporting
- Contribute to the delivery of an exceptional client service experience by supporting the broader team in their advisory roles
What do you need to succeed?
Must-have
- Canadian Securities Course (CSC) completed
- An asset would be the CFA or CIM
- Strong interest and knowledge of financial markets and investment products
- Exceptional attention to detail and organizational skills
- Excellent communication skills, both written and verbal
- Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Proven ability to manage multiple tasks and deadlines in a dynamic environment
- Demonstrated professionalism and commitment to supporting high-net-worth clients
- Collaborative mindset with a desire to contribute to team success
- Enthusiastic, self-motivated, and committed to ongoing professional growth
Nice-to-have
- Knowledge of RBC Dominion Securities’ systems and procedures
- CFA or CIM an asset but not required
What'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 applicable
- Leaders who support your development through coaching and managing opportunities
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.