Full-Time

On-Site

Investment Associate

RRoyal Bank of Canada 16591 Yonge St, Newmarket, ON$37,500 - $50,000 per year

Description

RBC Dominion Securities is seeking an Investment Associate for its Newmarket branch. This role involves supporting a Portfolio Manager in executing and monitoring investment portfolios, contributing to the development and refinement of model portfolios, and preparing investment analysis and reporting to support client reviews, proposals, and presentations. The successful candidate will also maintain awareness of market conditions and investment opportunities, leveraging internal and external research, and ensuring high standards of accuracy in documentation.

What We're Looking For

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.

Ideal Candidate

Canadian Investment Regulatory Exam (CIRE) must-have.,Strong interest and knowledge of financial markets and investment products must-have.,Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) must-have.,Knowledge of RBC Dominion Securities' systems and procedures nice-to-have.,CFA or CIM an asset.,Experience in discretionary trading an asset.

Hard Skills

Canadian Investment Regulatory Exam (CIRE)

Microsoft Office Suite (Excel

Word

PowerPoint

Outlook)

Financial markets knowledge

Investment products knowledge

RBC Dominion Securities systems and procedures

CFA

CIM

Discretionary trading

Investment Risk Management

Financial Regulation

Soft Skills

Attention to detail

Organizational skills

Communication (written and verbal)

Multitasking

Time management

Professionalism

Collaboration

Self-motivation

Continuous learning

Account Management

Customer Success

Decision Making

Group Problem Solving

Interpersonal Relationships

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program (bonuses

flexible benefits

competitive compensation

commissions

stock)

Leaders who support development (coaching

managing opportunities)

Ability to make a difference and lasting impact

Dynamic

collaborative

progressive

and high-performing team

World-class training program in financial service

About the Company

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven

Inclusive

Innovative

Collaborative

Professional

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