What is the prospect? 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. Job Description 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. We are seeking a detail-oriented and proactive trader to join our Money Management team at Menard Kinkaid Private Wealth of RBC Dominion Securities. As an Investment Associate, you will play a critical role in executing investment trades, managing portfolio rebalancing, and ensuring optimal investment timing for our high-net-worth client base. You will work collaboratively with Relationship Managers, Financial Planners,



and Operations Associates to deliver exceptional administrative portfolio management services. This is an excellent opportunity for a motivated individual with strong organizational skills and a passion for investment operations to grow their career in wealth management. 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

📌 Investment Associate (Ottawa)
🏢 RBC Dominion Securities
📍 Ottawa