Investment Associate

Who We Are

We are the McDowell Team at RBC Dominion Securities a premier discretionary portfolio management group serving high-net-worth clients across Canada from our Oakville office. Led by Wayne McDowell Senior Portfolio Manager & Investment Advisor our collaborative team provides clients with tailored investment strategies disciplined portfolio management and personalized financial planning.

As part of RBC Wealth Management the top wealth management firm in the country we are backed by the resources and stability of Canadas largest financial institution while operating with the agility of a boutique advisory practice.

Focus of the Role

We are seeking an ambitious and detail-oriented Investment Associate to support the teams investment and portfolio management functions. This role offers direct exposure to high-net-worth client strategies day-to-day trade execution portfolio analysis research and reporting. The successful candidate will work closely with the portfolio management team in a fast-paced client-centric environment.

Key Responsibilities

• Review and monitor discretionary portfolios; assist in rebalancing and aligning with client mandates

• Execute trades across asset classes and ensure timely and accurate settlement

• Analyze investment opportunities and prepare summaries and recommendations

• Conduct ongoing macroeconomic sector and security-level research

• Prepare internal reports and reconcile daily activity; process corrections when necessary

• Monitor account activity key dates maturities and dividend/cash flows

• Track model positions and provide insights on buy/sell alignment

• Maintain and update client data in CRM and internal tracking tools

• Respond to client inquiries and coordinate client/account documentation

• Support the team in client meetings planning reviews and ongoing engagement

• Liaise with accountants on tax reporting needs and other account servicing

• Perform ad-hoc and client-specific portfolio analysis as required

Qualifications & Requirements

• CFA Level 1 or Canadian Securities Course (CSC)

• MBA (nice to have)

• Strong Excel and analytical skills

• Solid understanding of financial statements and valuation ratios

• Highly detail-oriented with excellent organizational skills

• Proactive resourceful and able to manage competing deadlines

• Strong communication skills (written and verbal)

Why Join Us

• Work directly with a seasoned portfolio management team managing UHNW client portfolios

• Gain hands-on experience in investment analysis trading and client service

• Receive mentorship and guidance toward professional advancement (e.g. CFA CFP)

• Play a meaningful role in an established and growing investment advisory practice

• Build your career within RBC Dominion Securities and RBC

Whats in it for you

We thrive on the challenge to be our best to think progressively to keep growing and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential make a difference to our communities and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits competitive compensation commissions and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• An opportunity to make a difference and have a lasting impact on the lives of others

• Work in a dynamic collaborative progressive and high-performing team

• The chance to work in a dynamic collaborative progressive and high-performing team

• A world-class training program in financial services

Job Skills

Additional Job Details

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.