Support investment research and client portfolios as an Investment Associate with RBC Dominion Securities in Oakville. Bring organization and robust communication to wealth management.

This full-time Investment Associate supports the Advisor team and clients within RBC Wealth Management. The position combines market research, portfolio administration, account documentation, and personalized client service. You will help maintain relationships while supporting compliant wealth management planning and portfolio activities.

Key Responsibilities:

- Research markets and investments, providing regular advisory team updates
- Review portfolios and rebalance them with advisory team guidance
- Manage TAC sheets, risk dashboards, bulk trading, and IPS updates
- Respond efficiently to client transactions,



requests, and reporting inquiries
- Maintain accurate, current, and compliant client documentation

Requirements:

- Canadian Investment Regulatory Exam completed
- Strong Microsoft Office Suite and business technology skills
- Excellent time management and organizational abilities
- Professional, warm, and friendly client service skills
- Exceptional English verbal and written communication skills

Apply investment research, portfolio support, compliance, and client service skills as an Investment Associate in Oakville wealth management.

📌 Investment Associate Wealth Management Oakville
🏢 Royal Bank of Canada
📍 Oakville