Job Description Who We Are We are the McDowell Team at RBC Dominion Securities, a premier discretionary portfolio management group serving high-net-worth clients across Canada from our Oakville office. Led by Wayne McDowell, Senior Portfolio Manager & Investment Advisor, our collaborative team provides clients with tailored investment strategies, disciplined portfolio management, and personalized financial planning. As part of RBC Wealth Management, the top wealth management firm in the country, we are backed by the resources and stability of Canada’s largest financial institution, while operating with the agility of a boutique advisory practice. Focus of the Role We are seeking an ambitious and detail-oriented Investment Associate to support the team’s investment and portfolio management functions. This role offers direct exposure to high-net-worth client strategies, day-to-day trade execution, portfolio analysis, research, and reporting. The successful candidate will work closely with the portfolio management team in a fast-paced, client-centric environment. Key Responsibilities Review and monitor discretionary portfolios; assist in rebalancing and aligning with client mandates Execute trades across asset classes and ensure timely and accurate settlement Analyze investment opportunities and prepare summaries and recommendations Conduct ongoing macroeconomic, sector, and security-level research Prepare internal reports and reconcile daily activity; process corrections when necessary Monitor account activity, key dates, maturities, and dividend/cash flows Track model positions and provide insights on buy/sell alignment Maintain and update client data in CRM and internal tracking tools Respond to client inquiries and coordinate client/account documentation Support the team in client meetings, planning reviews, and ongoing engagement Liaise with accountants on tax reporting needs and other account servicing Perform ad-hoc and client-specific portfolio analysis as required Qualifications & Requirements CFA Level 1, or Canadian Securities Course (CSC) MBA (nice to have) Strong Excel and analytical skills Solid understanding of financial statements and valuation ratios Highly detail-oriented with excellent organizational skills Proactive, resourceful, and able to manage competing deadlines Strong communication skills (written and verbal) Why Join Us Work directly with a seasoned portfolio management team managing UHNW client portfolios Gain hands-on experience in investment analysis, trading, and client service Receive mentorship and guidance toward professional advancement (e.g., CFA, CFP) Play a meaningful role in an established and growing investment advisory practice Build your career within RBC Dominion Securities and RBC 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 Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details Address: 435 NORTH SERVICE RD W:OAKVILLE City: Oakville Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-06-17 Application Deadline: 2025-08-29 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.
