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Royal Bank of Canada

Global banking, wealth management, and insurance

Investment Associate

Wealth Management & Financial AdvisoryUpdated on Nov 10
Full-timeOttawa, ON, Canada$37.5k - $50kIn-person

About the Job

Requirements

  • Must hold the Canadian Investment Regulatory Exam (CIRE).
  • Must have investment knowledge and a strong understanding of asset classes, portfolio models, and investment vehicles, including GICs, bonds, mutual funds, ETFs, TFSAs, RRSPs, and RRIFs.
  • Must be proficient in data analysis and able to review reports, identify discrepancies, and ensure data accuracy.
  • Must demonstrate attention to detail and time management skills, and be comfortable in fast-paced, deadline-driven environments.
  • Must be proactive, self-motivated, and client-focused.

Responsibilities

  • Execute trades accurately, prioritizing timely requests for same-day processing and routing standard requests to the main trading days of Tuesdays and Thursdays.
  • Handle book-wide trades strategically, reserving urgent activity for priority accounts.
  • Manage new client transitions by coordinating with Relationship Managers and Associates.
  • Manage portfolio accounts across daily, monthly, quarterly, and annual cycles to maintain performance and client alignment.
  • Execute routine portfolio activities, including account monitoring, rebalancing, fund raising, and investment execution, according to established client models and timelines.
  • Conduct regular compliance reviews, generate required reporting and analysis, and maintain accurate account records.
  • Provide internal teams with timely trade confirmations, account updates, and compliance information; participate in team meetings and feedback sessions to support operational coordination and client service.

Desired Qualifications

  • One to three years of experience in trading, portfolio operations, or wealth management.
  • Proficiency working with artificial intelligence.
  • Familiarity with Canadian investment vehicles and tax-advantaged accounts, including TFSA, RRSP, and RRIF.
  • Basic understanding of portfolio rebalancing methodologies.
  • Experience with Salesforce or similar customer relationship management systems.
  • Knowledge of compliance and regulatory requirements in investment management.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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