Investment Associate

Job Description

Job Description 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 Investment Regulatory Exam, CIRE 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 A