Investment Associate
RBC — OTTAWA, Ontario, Canada
Posted 2026-10-20
Job Description What is the opportunity? The RBC Dominion Securities branch located in Little Italy Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory team. What will you do? • Execute trades with precision, prioritizing "Timely" requests for same-day processing and routing standard requests to main trading days (Tuesdays & 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 optimal performance and client alignment. • Execute routine portfolio activities including account monitoring, rebalancing, fund raising, and investment execution in accordance with established client models and timelines • Conduct regular compliance reviews, generate required reporting and analysis, and maintain accurate account records. • Collaborate effectively with internal teams by providing timely trade confirmations, account updates, and compliance information, while actively participa