As of November 7, 2026, Jobsy lists 33 investment associate jobs in Canada. The most active employers are RBC Dominion Securities Inc., CGC Canaccord Genuity Corp. and BMO Nesbitt Burns Inc.. Skills often requested: communication skills, attention to detail, problem solving and research.
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3+ YOECandidates need 3+ years of wealth management experience with client relationship management, plus Registered Representative status with CIRO (or the CIRE and Retail Securities exams). Strong PowerPoint skills, excellent English communication, and the ability to work independently in a fast-paced team are also needed.
5+ YOEBMO Nesbitt Burns needs candidates with at least five years of wealth management or investment experience, already registered as a Registered Representative, and excellent English and French. A financial planning designation or CIM or CFA is also asked for.
Financial planning, Onboarding, Scheduling, Presentation skills, Communicate with customers, Forecasting
5+ YOECandidates need at least 5 years of relevant experience or equivalent certification, plus the licences required in their jurisdiction. Strong in-depth communication, collaboration, analytical, problem-solving and influence skills are essential.
Sales, Cold calling, Communication skills, Research, Forecasting, Data visualization
5+ YOECandidates need at least 5 years of relevant experience or certification, the licences required in their jurisdiction, and strong communication, collaboration, analytical and influence skills.
Candidates need an undergraduate degree in commerce, business, economics or a related field, plus the Canadian Securities Course within one year of hire. Strong analytical, communication and Microsoft Office skills are required.
Microsoft Office, Portfolio management systems, CRM tools
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Candidates need the Canadian Investment Regulatory Exam (CIRE), strong Microsoft Office skills, excellent organization and time management, and clear English communication. Securities industry experience is an asset.
Microsoft Office Suite, TAC sheets, Risk dashboard
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
4+ YOERoyal Bank of Canada needs candidates with IIROC Investment Representative approval or CFA Level 1, excellent written and verbal communication, and strong attention to detail. Strong Microsoft Office skills and analytical problem solving are also required, and four or more years of investment industry experience is an asset.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
2+ YOECandidates need the Canadian Investment Regulatory Exam, a post-secondary degree in finance or a related field, and at least 2 years of investment industry experience. They must be bilingual in English and French and know Microsoft 365 well.
Microsoft Excel, Microsoft Word, Microsoft Outlook
Candidates need the Canadian Investment Regulatory Exam (CIRE), strong Microsoft Office and business application skills, and excellent organization and client service abilities. Strong English verbal and written communication is also required.
4+ YOERBC Dominion Securities needs candidates with Investment Representative approval (IIROC) or CFA Level 1. Strong written and verbal communication, close attention to detail, analytical problem solving, and strong Microsoft Office skills are required.
Microsoft Office, Excel, PIM Dashboard, MRGD reports
2+ YOECandidates need the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), at least 2 years of securities industry experience, strong Microsoft Office skills, and meticulous attention to detail.
1+ YOECandidates need the CIRE exam, solid knowledge of asset classes and investment vehicles such as GICs, ETFs, TFSAs and RRSPs, and strong data review skills. Experience in trading, portfolio operations or wealth management is an asset.
2+ YOECandidates need the Canadian Investment Regulatory Exam, a post-secondary degree in finance or a related field, and at least 2 years of investment industry experience. Bilingual English and French and strong Microsoft 365 skills are required.
Microsoft Excel, Microsoft Word, Microsoft Outlook
3+ YOECandidates need 3+ years of wealth management experience and CIRO registration (or the CIRE and Retail Securities exams). Strong PowerPoint skills, marketing support experience and excellent English communication are required.
5+ YOECandidates need at least five years in wealth management or investments, and must already be a Registered Representative. A financial planning designation (or willingness to obtain one), CIM or CFA, and excellent English and French are expected.
Financial planning, Onboarding, Scheduling, Presentation skills, Communicate with customers, Forecasting
5+ YOEBMO Nesbitt Burns requires at least 5 years of relevant experience or equivalent education, valid licensing for the jurisdiction, and in-depth communication, collaboration, analytical and influence skills. Candidates must also meet regulatory and certification requirements for the mandate.
Sales, Customer experience, Cold calling, Communication skills, Research, Forecasting
5+ YOECandidates need at least 5 years of relevant experience or certification, the licences required in their jurisdiction, and strong communication, collaboration, analytical and influence skills.
Sales, Cold calling, Communication skills, Research, Forecasting, Data visualization
Company 1 - The Manufacturers Life Insurance Company
6+ YOECandidates need a relevant degree, 6 to 8 or more years of experience in tech, investment banking, venture capital, private equity or consulting, and strong analytical and project management skills. Solid Excel, Word and PowerPoint skills are required.
1+ YOECandidates need a quantitative degree such as computer science or software engineering, very strong programming skills (Python, MATLAB, SQL), and at least one year of software engineering experience in finance. Experience supporting trading or performance systems and working with data providers like Bloomberg or Refinitiv is expected.
5+ YOECandidates need a bachelor's degree in a business, finance, economics or related field, and at least 5 years of progressive experience in venture capital, private equity, investment banking or capital markets. Strong financial modelling, valuation, due diligence and presentation skills are required.
Financial analysis, Negotiation, Reporting, Financial statements, Financial modelling, Market research
Wellington-Altus asks for a bachelor's or master's degree in business, accounting, finance or a related field, or equivalent experience, with 1 to 3 years in the industry preferred. Candidates need an Investment Representative licence or must be actively pursuing one, plus strong MS Office and communication skills.
MS Office, Word, Excel, PowerPoint, Teams, Outlook
Valnet Inc.: Valnet Inc., the leading publishing and media investment company, owns and operates over 27 highly authoritative brands across various verticals,…
3+ YOECandidates need a bachelor's degree in finance, business, economics or a related field, plus 3 to 6 years of M&A, investment banking, private equity, VC or corporate development experience. Strong financial modeling, valuation, analytical and negotiation skills are essential.
2+ YOECandidates need a bachelor's degree in business, finance or a related field, or equivalent work experience, plus 2 or more years of related work, ideally in impact investing, venture capital, private equity or a similar field. Strong analytical, Excel, CRM, Tableau and communication skills are required.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, OneDrive, Salesforce, Tableau
2+ YOECandidates need at least 2 to 3 years of trading experience, including a year of options trading, plus a university degree or equivalent work experience. They also need CIRO investment representative registration courses (CSC, CPH, DFOL or CIRE, and the Derivatives Exam), strong written and oral communication, and French with sufficient English.
RBC Dominion Securities Inc. (5), CGC Canaccord Genuity Corp. (4), BMO Nesbitt Burns Inc. (4), Bank of Montreal (4) and Ontario Teachers' Pension Plan Board (3).
What skills do investment associate jobs ask for?
Postings most often mention communication skills, attention to detail, problem solving, research, reporting, risk management, collaboration and securities.