# Investment Associate

**Company**: RBC Dominion Securities
**Location**: Ottawa, Ontario
**Experience**: entry
**Job type**: full-time
**Salary**: $37,500.00 - $50,000.00
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/OTTAWA-Ontario-Canada/Investment-Associate_R-0000188678-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/investment-associate-545e3990-f33/

## Description

The RBC Dominion Securities branch located in Little Italy Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory team.

**Responsibilities:**

- Execute trades with precision, prioritizing "Timely" requests for same-day processing and routing standard requests to main trading days (Tuesdays & Thursdays)

- Handle book-wide trades strategically, reserving urgent activity for priority accounts

- Manage new client transitions by coordinating with Relationship Managers and Associates

- Manage portfolio accounts across daily, monthly, quarterly, and annual cycles to maintain optimal performance and client alignment

- Execute routine portfolio activities including account monitoring, rebalancing, fund raising, and investment execution in accordance with established client models and timelines

- Conduct regular compliance reviews, generate required reporting and analysis, and maintain accurate account records

- Collaborate effectively with internal teams by providing timely trade confirmations, account updates, and compliance information, while actively participating in team meetings and feedback sessions to ensure seamless operations and client service delivery

**Requirements:**

- Canadian Investment Regulatory Exam, CIRE

- Investment knowledge and strong understanding of asset classes, portfolio models, and investment vehicles (GICs, bonds, mutual funds, ETFs, TFSAs, RRSPs, RRIFs)

- Proficiency with data analysis and strong ability to review reports, identify discrepancies, and ensure data accuracy

- Meticulous attention to detail, excellent time management skills and comfortable with fast-paced, deadline-driven environments

- Proactive, self-motivated and client-focused

**Nice-to-have:**

- 1–3 years of experience in trading, portfolio operations, or wealth management

- Proficiency working with AI

- Familiarity with Canadian investment vehicles and tax-advantaged accounts (TFSA, RRSP, RRIF)

- Basic understanding of portfolio rebalancing methodologies

- Experience with Salesforce or similar CRM systems

- Knowledge of compliance and regulatory requirements in investment management

**What's in it for you?**

- 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

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## Skills

### Required
- Customer Service
- Customer Service Management
- Decision Making
- Interpersonal Relationship Management
- Investment Management
- Investment Performance Measurement
- CIRE

### Nice to have
- AI
- Salesforce
- portfolio rebalancing methodologies
- compliance and regulatory requirements in investment management

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/OTTAWA-Ontario-Canada/Investment-Associate_R-0000188678-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)