# Investment Associate

**Company**: RBC Dominion Securities
**Location**: Montréal, Quebec
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MONTRAL-Quebec-Canada/Investment-Associate_R-0000189836?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/investment-associate-96a02aae-9ac/

## Description

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele.

You will provide dedicated support to the portfolio management team on investment and money management activities.

**Responsibilities**

- Execute trades and rebalance portfolios.

- Follow up on client trades to ensure proper settlement and delivery.

- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.

- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

- Assist the advisory team with client onboarding.

- Help manage incoming communications from clients, Advisors and other internal and external partners.

- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.

- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.

**Requirements**

- Canadian Investment Regulatory Exam (CIRE)

- Post-secondary degree in finance or a related area of study

- Minimum of 2 years of professional work experience within the investment industry

- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs

- Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)

**Nice-to-have**

- CFA Level I or higher

- Passion for investments, analysis, and portfolio management

- Meticulous attention to detail and excellent time management skills

- Strong problem solving and analytical skills

**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

- Work in a dynamic, collaborative, progressive, and high-performing team

- Opportunities to do challenging work

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## Skills

### Required
- Canadian Investment Regulatory Exam (CIRE)
- Microsoft 365 apps (Word, Excel, and Outlook)
- French

### Nice to have
- CFA Level I or higher
- investments
- analysis
- portfolio management

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MONTRAL-Quebec-Canada/Investment-Associate_R-0000189836?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)