Posted 29 days ago
Investment Associate
@ Royal Bank of Canada
Montréal, Quebec
Overview
Royal Bank of Canada is hiring an Investment Associate in Montréal to support a wealth management portfolio team. The work covers trade execution, portfolio rebalancing, client service and account administration. The role is full time at 37.5 hours a week on a salaried basis.
Responsibilities:
- Exécuter les transactions et rééquilibrer les portefeuilles
- Assurer le suivi du règlement et de la livraison des transactions
- Répondre aux demandes des clients et gérer leurs comptes
- Aider l'équipe de conseillers à l'intégration des clients
- Tenir les dossiers clients à jour selon la conformité
Requirements summary:
- Certificat CIRE (Canadian Investment Regulatory Exam) obligatoire
- Diplôme postsecondaire en finance ou domaine connexe
- Minimum de 2 ans d'expérience dans l'industrie des placements
- Bilinguisme français et anglais requis
- Bonne maîtrise de Microsoft 365 (Word, Excel, Outlook)
Tools & skills
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-10-08
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-28
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business operations |
| Experience | 2+ years |
| Hours per week | 37.5 |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | CIRE, CFA Level I |
| Education | Bachelor’s degree (required) |
| Fields of study | Finance |
| Perks mentioned | Flexible hours, Performance bonus, Stock or equity |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Royal Bank of Canada
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
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 94,000+ employees who leverage their imaginations and insights to 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 our more than 17 million clients in Canada, the U.S. and 27 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 www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
- LinkedIn followers
- 932,626
- People associated on LinkedIn
- 96,867
- Reported office locations
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Business categories
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Other recorded names
- Royal Bank of Canada
- RBC
- Specialties
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Profile identifies a recruitment agency
- No
- Reported total investment
- 22,251,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
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 94,000+ employees who leverage their imaginations and insights to 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…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Open jobs on Jobsy | 1,098 |
| View page |
Job Description
What is the opportunity?
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.
What will you do?
- 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.
What do you need to succeed?
Must-have
- 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?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- 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
Job Skills
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-07Application Deadline:
2026-11-09Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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