Job Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them. The RBC Dominion Securities branch located in Bells Corners is seeking an Investment Associate to provide dedicated support in investment & money management activities for a successful Advisory Team. What will you do? Primary Responsibilities Coordinate the execution of trades and decision-making process with the advisory team including complex trading and for the purpose of tax-loss selling Review portfolios regularly and re-balance them with guidance Support cash flow processes; specifically, coordinate with the advisory team to invest new monies in portfolios and free up cash for planned and unplanned withdrawals per team philosophy and set criteria Secondary Responsibilities Back-up/support team Associates occasionally with work such as account documentation, onboarding, operations work, client contact plan, meeting bookings, fee billing analysis, RSP/TFSA/RESP/FHSA processes, etc. Back up for team Associates when they are away on holiday or out of the office Lead and/or support IT initiatives, staying on top of new/improved tools, identify opportunities to better leverage Coordinate & participate with the advisory team for investment management team meetings and communication What do you need to succeed? Must-have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) Strong Microsoft Office Suite skills (Excel in particular) 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 Job Skills Account Management, Customer Success, Decision Making, Finance Industry, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Microsoft Excel, Trading Additional Job Details Address: 303 MOODIE DR:OTTAWA City: Ottawa Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-08-11 Application Deadline: 2025-08-26 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. 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 84,000+ employees who 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 more than 16 million clients in Canada, the U.S. and 34 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 rbc.com/community-social-impact.
