TORONTO, Ontario, Canada
3 days ago
Investment Associate

Job Summary

Job Description

What is the Opportunity?

 RBC Dominion Securities Branch located in downtown Toronto, ON is looking for PIM Trading Associate to join a top investment advisory team. You will be supporting the business of an Investment Advisory team by being able to accurately interpret instructions provided by multiple investment advisors, and efficiently execute trades based on these instructions, while adhering to each client’s investment policy statement (IPS).

What will you do?

You will be responsible for managing the trades/IPSs for a high net worth client portfolioReview IPS and accurately input high volumes of trades for a very large PIM portfolio, making sure that each trade adheres to asset allocation rules and any special trading instructions/IPS rulesGenerate Investment Policy StatementsExecute updates to portfolio models, based on instructions from Portfolio ManagersReview trading instructions to ensure there are no errors or omissions prior to trade executionTake ownership of the trading processes, use your own good judgement and abilities to ensure there are no trading errors

What do you need to succeed?

Must-have

IR-licensed or RR-licensedExcellent attention to detail and time-management skillsExcellent knowledge of various investment types, including fixed-income, preferred shares, equitiesAbility to prioritize tasks without constant supervisionAbility to work accurately under pressureTrading experience

 Nice-to-have

5+ years of industry experienceExperience in portfolio managementFamiliarity with RBC DS applicationsIntermediate knowledge of Excel

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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team 

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

ROYAL BANK PLAZA, 200 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:

2025-07-14

Application Deadline:

2025-08-30

Note: Applications will be accepted until 11:59 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.

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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.

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