Investment Associate

Job Description

What is the opportunity?

Ascendant Wealth Partners is a leading boutique wealth management practice within RBC Dominion Securities, combining the entrepreneurial culture of an independent firm with the strength and resources of Canada’s largest wealth management organization. Managing more than C$8 billion in AUM, our team provides customized investment management and comprehensive wealth planning to affluent families, business owners, executives, and foundations. Our success is built on exceptional people, intellectual curiosity, collaboration, and an unwavering commitment to delivering an exceptional client experience and results.

As an Investment Associate, you will be a trusted partner to our portfolio managers and advisors, providing investment analysis, portfolio administration, trade execution, client reporting and operational support while helping deliver customized wealth management solutions. Success in this role requires intellectual curiosity, sound judgment, precision, initiative, and the ability to anticipate needs before they arise. You will thrive in a collaborative, high-performing environment where continuous learning, accountability, and excellence are at the core of everything we do.

What will you do?

• Prepare and support the delivery of custom client reporting with a high degree of accuracy and professionalism.
• Conduct proactive portfolio analysis and trade execution oversight to support effective portfolio management aligned with client objectives.
• Contribute to investment strategy due diligence, research, and ongoing monitoring.
• Deliver exceptional client service through timely responses to inquiries, proactive problem resolution, and strong attention to detail.
• Identify and implement process improvements to enhance overall operational efficiency across internal teams.

What do you need to succeed?

Must Have

• Bachelor's degree in a related field (Economics and/or Business)
• Passion for investments, financial markets, and portfolio management
• Exceptional analytical skills
• Meticulous attention to detail and excellent time management skills
• Strong communication skills (both verbal and written)
• Ability to take initiative and function independently, balanced with strong collaboration skills
• Understanding of portfolio theory and asset allocation models
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook

Nice to Have

• CFA or working towards the CFA designation
• Two or more years of financial planning, wealth management, or related financial services experience

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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to take on progressively greater accountabilities
• Opportunities to build close relationships with clients

Compensation
This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 1.5x RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Job Skills

Additional Job Details

Address:

170 BLOOR ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-08

Application Deadline:

2026-07-22

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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

Pay Range

The expected pay range for this position is:

$55,000.00 - $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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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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.