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Investment associate Jobs in Montreal, QC

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Investment associate • montreal qc

Last updated: 4 days ago
  • Promoted
Investment Associate- EN

Investment Associate- EN

RBC Dominion SecuritiesMontreal, Montreal (administrative region), CA
Full-time
Join to apply for the Investment Associate- EN role at RBC Dominion Securities.RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team special...Show moreLast updated: 4 days ago
  • Promoted
Senior Associate, Investment Consulting

Senior Associate, Investment Consulting

AonMontreal, Montreal (administrative region), CA
Full-time
Be among the first 25 applicants.Senior Talent Acquisition Specialist @ Aon.Are you an investment consulting professional with a passion for asset management? Does a fast‑paced, dynamic learning en...Show moreLast updated: 24 days ago
  • Promoted
Investment Associate

Investment Associate

Farm Credit CanadaMontreal, Montreal (administrative region), CA
Full-time
Investment Associate page is loaded## Investment Associatelocations : Montreal, Quebec : Ottawa, Ontario : Regina, Saskatchewan : Toronto, Ontario : Calgary, Albertatime type : Full timeposte...Show moreLast updated: 14 days ago
  • Promoted
Investment Associate

Investment Associate

InnocapMontreal, Montreal (administrative region), CA
Full-time
Innocap is the world’s leading firm of managed account platform services.With over US$89 billion in assets under management, over 500 employees and offices in five countries, we are shaping the fut...Show moreLast updated: 13 days ago
  • Promoted
Associate Investment Advisor

Associate Investment Advisor

Groom & Associés / AssociatesDorval, QC, CA
Full-time
Developing and implementing a structured business development strategy.Developing strategic plans for prospects and existing clients. Providing clients with an initial review of their existing finan...Show moreLast updated: 9 days ago
Investment Associate

Investment Associate

Royal Bank of Canada>MONTRÉAL, Canada
Full-time
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele.You w...Show moreLast updated: 30+ days ago
Associate, Canada Growth Fund Investment Management

Associate, Canada Growth Fund Investment Management

PSP InvestmentsMontreal, Montreal (administrative region), Canada
Full-time
We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Res...Show moreLast updated: 25 days ago
Associate Investment Advisor

Associate Investment Advisor

Groom & AssociatesDorval, CA
Full-time +1
Job Number : J1125-0386 Job Type : Full Time Job Category : Insurance Salary : Open.To apply : Please send your CV to.Developing and implementing a structured business development strategy.Developing st...Show moreLast updated: 13 days ago
Associate, Canada Growth Fund Investment Management

Associate, Canada Growth Fund Investment Management

PSP’s Private Debt & Credit Investment (PDCI) groupMontreal, Montreal (administrative region), Canada
Full-time
We’re one of Canada’s largest pension investors, with CAD$299.Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.Ca...Show moreLast updated: 21 days ago
  • Promoted
Investment Associate

Investment Associate

FCC / FACMontreal, Montreal (administrative region), CA
Permanent
Salary Range : $105,145 - $142,255.Languages Required : Bilingual (English and French).Seniority Level : Mid‑Senior level. Job Function : Finance and Sales.Perform preliminary analysis of investment opp...Show moreLast updated: 9 days ago
  • Promoted
Investment Associate

Investment Associate

Innocap Inc.Montreal, Montreal (administrative region), CA
Full-time
ABOUT INNOCAP • •Innocap is the world’s leading firm of managed account platform services.With over US$89 billion in assets under management, over 500 employees and offices in five countries, we are ...Show moreLast updated: 24 days ago
  • Promoted
Wealth Growth Associate : Junior Investment Advisor

Wealth Growth Associate : Junior Investment Advisor

Manulife WealthDorval, QC, CA
Full-time
A leading financial services firm in Dorval, Quebec is seeking a Business Development Assistant.This entry-level role offers an opportunity to kick-start a career in wealth management through a str...Show moreLast updated: 5 days ago
  • Promoted
Investment Associate

Investment Associate

Valnet, IncMontreal, Montreal (administrative region), CA
Full-time
Valnet is seeking a highly analytical and driven Investment Analyst to help run the acquisition lifecycle and to manage our internal investments. The ideal candidate must possess excellent analytica...Show moreLast updated: 23 days ago
Investment Associate

Investment Associate

0000050599 RBC Dominion Securities Inc.MONTRÉAL, Quebec, Canada
Full-time
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele.You w...Show moreLast updated: 30+ days ago
  • Promoted
Investment Associate - Nesbitt Burns

Investment Associate - Nesbitt Burns

BMOMontreal, Montreal (administrative region), CA
Full-time
Investment Associate - Nesbitt Burns at BMO.Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service, building client trust and l...Show moreLast updated: 24 days ago
  • Promoted
Associate, Global Investment Banking – Bilingual

Associate, Global Investment Banking – Bilingual

Canadian Imperial Bank of CommerceMontreal, Montreal (administrative region), CA
Full-time
You have an undergraduate or graduate degree, • • alongside professional corporate finance, investment banking, M&A advisory and / or private equity work experience. CFA and / or CPA designations optiona...Show moreLast updated: 9 days ago
  • Promoted
Associate Partner-Investment Consulting

Associate Partner-Investment Consulting

AONMontreal, Montreal (administrative region), CA
Full-time
Are you an investment leader who enjoys strategic problem-solving, and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity for you - we present ...Show moreLast updated: 17 days ago
  • Promoted
Bilingual Global Investment Banking Associate

Bilingual Global Investment Banking Associate

CIBCMontreal, Montreal (administrative region), CA
Full-time
A leading Canadian bank is seeking an Associate in Global Investment Banking in Montreal.The role involves developing financial models, conducting research, and mentoring junior staff while providi...Show moreLast updated: 6 days ago
Associate, Canada Growth Fund Investment Management

Associate, Canada Growth Fund Investment Management

PSP Investments | Investissements PSPMontreal, Montreal (administrative region), Canada
Remote
Full-time
Associate, Canada Growth Fund Investment Management.We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian F...Show moreLast updated: 22 days ago
Investment Associate- EN

Investment Associate- EN

RBC Dominion SecuritiesMontreal, Montreal (administrative region), CA
4 days ago
Job type
  • Full-time
Job description

Investment Associate - EN

Join to apply for the Investment Associate- EN role at RBC Dominion Securities.

What is the opportunity?

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.

What will you do?

  • Support the portfolio management team in general administrative duties in the management of client accounts
  • Execute trades as directed by the portfolio management team
  • Follow up on orders to ensure proper settlement and delivery
  • Review portfolios regularly
  • Rebalance portfolios with guidance from the portfolio management team
  • Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.
  • Review reports daily and process any necessary corrections and actions

What do you need to succeed?

Must-have

  • Post-secondary degree in finance or a related area of study
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Level I (or any higher level) of the CFA Program administered by the CFA Institute
  • Minimum of 2 years of professional work experience within the investment industry
  • Bilingualism (English and French) required, as you will regularly do business with RBC partners and / or employees across Canada with English and French speaking needs
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)
  • Nice-to-have

  • Passion for investments, analysis, and portfolio management
  • Meticulous attention to detail and excellent time management skills

  • Strong problem solving and analytical skills
  • Enthusiastic, committed, and entrepreneurial spirit
  • 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
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Job Details

  • Address : 1 PLACE VILLE MARIE : MONTRÉAL
  • City : Montréal
  • Country : Canada
  • Work hours / week : 37.5
  • Employment Type : Full time
  • Platform : WEALTH MANAGEMENT
  • Job Type : Regular
  • Pay Type : Salaried
  • Posted Date : 2025-09-02
  • Application Deadline : 2026-01-05
  • Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above
  • Inclusion & 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.

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