Investment Associate

RBC is hiring an Investment Associate. It pays $50k-$60k a year and Level rates it ; you can apply on RBC.

Level's read on this job

Little AI ●○○○ is how Level rates this role: aI is not part of the work.
The posting mentions Microsoft Office, trade execution and portfolio management among its tools and skills.
Level classes it as a mid-level role.
RBC has 738 other open roles on Level.
Posted within the past week.

AI in this role

Execute portfolio trades, manage account cash balances, and maintain model portfolios for an investment management team.

microsoft-office

trade-executionportfolio-managementwealth-managementfinancial-analysis

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Kamloops BC is seeking an Investment Associate (Trade Execution Specialist) to join a successful Private Investment Management Team. You will execute all portfolio trading and support the Portfolio Manager in keeping portfolio models up to date.

What will you do?

Execute model portfolio changes (Trading Execution)
Exchange foreign currency when needed
Keeping models up to date on a weekly/monthly basis
Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, on off EFTs & bank wires) – Trade Execution only
Debit forecasting – Reviewing accounts to ensure cash balances for quarterly fees
Reviewing and maintaining Private Investment Management (PIM) Dashboard. Keeping client accounts on side with regards to their current Investment Policy Statement (IPS).
Reviewing and maintaining the MRGD reports for investment of funds (i.e. deposits, contributions, PACs).
Reviewing and executing on any reorg notices

What do you need to succeed?

Must-have

Approval as an Investment Representative (IR) with IIROC and/or CFA 1
Exceptional written and verbal communication skills
Meticulous attention to detail and strong problem solving and analytical skills
Strong Microsoft Office skills

Nice-to-have

4 years or more of professional experience within investment industry
Highly-developed technical 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
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $50,000 - $60,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

186 VICTORIA ST:KAMLOOPS

City:

Kamloops

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-27

Application Deadline:

2026-11-15

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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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.

How we rate this

Investment Associate at RBC rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Investment Associate is an open job at RBC.
Level rates this role AI Level 1 of 4: Little AI.
The listed salary is $50k-$60k a year.
The role is based in KAMLOOPS, British Columbia, Canada.
The job was posted on October 27, 2026.
Seniority: mid.
Applications are handled by RBC. Apply on RBC

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Trade ExecutionPortfolio ManagementWealth ManagementFinancial AnalysisMicrosoft Office

Questions you could be asked

Tell me about a project where trade execution was part of your work. What did you do?
Tell me about a project where portfolio management was part of your work. What did you do?
Tell me about a project where wealth management was part of your work. What did you do?
Tell me about a project where financial analysis was part of your work. What did you do?
Walk me through how you've used Microsoft Office in your day-to-day work.

Adapt your resume

List these exact terms on your resume: Trade Execution, Portfolio Management, Wealth Management, Financial Analysis, and Microsoft Office. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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