investment consultant

Job Description

<p><h3>Investment Associate – <b>RBC Dominion Securities</b></h3>
<p>Montréal, QC, Canada – Full‑time, Regular – Salary: $26.73 to $67.00/h, Hours: 37.5/week – Posted 02 September 2025 – Application deadline 01 December 2025.</p>
<h3>Job Summary</h3>
<p>RBC Dominion Securities is seeking an Investment Associate to join a portfolio management team specialized in wealth management services for sophisticated clients.</p>
<h3>Responsibilities</h3>
<ul>
<li>Provide dedicated support to the portfolio management team on investment and money management activities.</li>
<li>Support the portfolio management team in general administrative duties in the management of client accounts.</li>
<li>Execute on trades as directed, follow up on orders to ensure proper settlement and delivery.</li>
<li>Review portfolios regularly and rebalance portfolios with guidance from the portfolio management team.</li>
<li>Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.</li>
<li>Review reports daily and process any necessary corrections and actions.</li>
</ul>
<h3>Qualifications</h3>
<ul>
<li>Post‑secondary degree in finance or related field.</li>
<li>Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).</li>
<li>Level I (or higher) of the CFA Program administered by the CFA Institute.</li>
<li>Minimum of 2 years of professional work experience within the investment industry.</li>
<li>Required bilingualism in English and French.</li>
<li>Strong working knowledge of Microsoft 365 apps (Word, Excel, Outlook).</li>
<li>Nice to have: Passion for investments, analysis, portfolio management, meticulous attention to detail, excellent time management, strong problem solving, analytical skills, enthusiastic and entrepreneurial spirit.</li>
</ul>
<h3>Benefits</h3>
<ul>
<li>Comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.</li>
<li>Coaching and development opportunities.</li>
<li>Dynamic, collaborative, high‑performing team environment.</li>
<li>Opportunities to work on challenging projects.</li>
</ul>
<h3>Inclusion and Equal Opportunity Employment</h3>
<p>At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. We foster a workplace based on respect, belonging and opportunity for all.</p></p>
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