Associate Investment Advisor

What is the opportunity?

RBC Dominion Securities is seeking an Associate Investment Advisor to join a well-established advisory team in the heart of downtown Montreal. You will be joining a team devoted to providing the highest level of competency and confidence in the areas of Asset Allocation, Portfolio Management, and Thought Leadership. You will help deepen client relationships by providing objective opinions, professional insights, and consistently delivering investment solutions. Identifying and assisting growth of new business opportunities will also be a key focus of the role.

What will you do?

• Conduct ongoing research on markets and investments, providing regular insights to the team.
• Review portfolios regularly and rebalance them with guidance from the advisory team.
• Make recommendations for changes, switches; track positions held; identify buy/sell opportunities; manage positions to be in line with policy.
• Follow up on orders to ensure proper settlement and delivery.
• Provide proactive client service on the phone and in person, respond to client inquiries.
• Deepen existing relationships with Centres of Influence (COIs) through ongoing management.
• Identify opportunities for new business as well as among existing client base for asset consolidation or referrals.

What do you need to succeed?
Must-have

• Approval as a Registered Representative with CIRO
• 5 years or more of professional experience within the investment industry, preferably in portfolio management and/or equity research
• Ability to create model portfolios
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Demonstrated knowledge of capital markets, the global economy, and of the intricacies of the equity markets and of equity portfolio management
• Knowledge of analytical and market research tools including Morningstar, FactSet, Bloomberg, and Thomson ONE

Nice-to-have

• MBA, CIM, and/or CFA
• Sound judgement and strong problem solving and analytical skills

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 applicable
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job Skills

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉALMontréalCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2026-08-172026-08-24

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.