Job Description
Full job description
Job Summary
Job Description
What is the Opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
What will you do?
Support team’s Investment Management Operations, executing trades and rebalancing portfolios.
Follow up on client trades to ensure proper settlement and delivery.
Execute updates to portfolio models, based on instructions from Portfolio Manager
Generate Investment Policy Statements
Review IPS and accurately input high volumes of trades for a large PIM portfolio, making sure that each trade adheres to asset allocation rules and any special trading instructions/IPS rules
Conduct ongoing research on markets and investments, provide regular updates to the advisory team
Participate in regular investment management team meetings and communication
Support the administrative functions of the advisory team
Support your advisory team with new client acquisition
May be required to provide primary relationship support for a select group of trading clients
What do you need to succeed?
Must-have
Approval as a Registered Representative (RR) with IIROC
Successful completion of the Investment Management Techniques (IMT) Course/ CIM or CFA
University degree
A self-directed individual with a growth and goals-oriented mindset
Exceptional written and verbal communication skill
Strong skills working with business applications/technology, including Microsoft Office Suite
Nice-to-have
Previous RBC Dominion Securities experience
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills
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
The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
Challenging work that will help you grow professionally
Ongoing opportunities to build close relationships with clients
Job Skills
Additional Job Details
Address:
BAY WELLINGTON TOWER, 181 BAY ST:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-06-1+
Application Deadline:
2026-08-02
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Job Summary
Job Description
What is the Opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
What will you do?
Support team’s Investment Management Operations, executing trades and rebalancing portfolios.
Follow up on client trades to ensure proper settlement and delivery.
Execute updates to portfolio models, based on instructions from Portfolio Manager
Generate Investment Policy Statements
Review IPS and accurately input high volumes of trades for a large PIM portfolio, making sure that each trade adheres to asset allocation rules and any special trading instructions/IPS rules
Conduct ongoing research on markets and investments, provide regular updates to the advisory team
Participate in regular investment management team meetings and communication
Support the administrative functions of the advisory team
Support your advisory team with new client acquisition
May be required to provide primary relationship support for a select group of trading clients
What do you need to succeed?
Must-have
Approval as a Registered Representative (RR) with IIROC
Successful completion of the Investment Management Techniques (IMT) Course/ CIM or CFA
University degree
A self-directed individual with a growth and goals-oriented mindset
Exceptional written and verbal communication skill
Strong skills working with business applications/technology, including Microsoft Office Suite
Nice-to-have
Previous RBC Dominion Securities experience
Meticulous attention to detail and strong problem solving and analytical skills
Highly developed client service skills
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
The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
Challenging work that will help you grow professionally
Ongoing opportunities to build close relationships with clients
Job Skills
Additional Job Details
Address:
BAY WELLINGTON TOWER, 181 BAY ST:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-06-1+
Application Deadline:
2026-08-02
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
💡 Quick Summary
Seeking a career-building opportunity? The Associate Investment Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.