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Investment Associate Jobs in Quebec (NOW HIRING)

Valnet Inc.

Investment Associate

Montreal, QC · On-site

Investment Associate Location: Montreal, Full-Time In-Office Valnet is seeking a highly analytical and driven Investment Analyst to help run the acquisition lifecycle and to manage our internal ...

Innocap

Associate, Investment

Montreal, QC · Hybrid

The Investment Solutions team delivers actionable insights and advanced portfolio analytics to support client investment decision-making and portfolio oversight. The Associate's primary ...

Lifeworks

Investment Consultant

Montreal, QC · On-site

Our Investment Consulting team is collaborative, intellectually curious, and committed to mentoring the next generation of consultants. As an Investment Consultant, you'll move beyond analysis into ...

National Bank

Investment Analyst

Lac-megantic, QC · On-site +1

A career as an Investment Analyst at National Bank Financial - Wealth Management, means that you'll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in ...

National Bank

Investment Analyst

Saint-felicien, QC · Hybrid

A career as an Investment Analyst at National Bank Financial - Wealth Management, means that you'll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in ...

National Bank

As an Investment Advisory Service Associate at National Bank, you'll have the opportunity to discover the profession of financial planner by acting as an advisor to clients and following financial ...

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Investment Associate information

See Quebec salary details

$29K

$73.5K

$144.5K

How much do investment associate jobs pay per year?

As of Jun 14, 2026, the average yearly pay for investment associate in Quebec is $73,544.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $87,500.00 per year, depending on experience, location, and employer.

What Does an Investment Associate Do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What does an investment associate do?

An investment associate analyzes financial data, conducts research, and supports portfolio management to assist in making investment decisions. They often prepare reports, evaluate market trends, and use tools like Excel or financial modeling software, typically working under the supervision of senior staff in a fast-paced environment.

How much does an investment associate make?

An investment associate typically earns a salary ranging from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Bonuses and performance incentives can also significantly increase total compensation. Entry-level roles may start lower, while experienced associates with certifications like CFA can earn higher salaries.

What are some typical challenges faced by Investment Associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

How much do investment associates earn?

Investment associates typically earn a median annual salary ranging from $60,000 to $100,000, depending on experience, location, and the size of the firm. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is the role of an investment associate?

An investment associate supports portfolio managers and analysts by conducting research, analyzing financial data, preparing reports, and assisting with investment transactions. They often use financial modeling tools and require strong analytical skills, typically working in a fast-paced environment with a focus on investment strategies and client portfolios.

What are Investment Associates?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What are the key skills and qualifications needed to thrive as an Investment Associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.
More about Investment Associate jobs
What are the most commonly searched types of Investment jobs in Quebec? The most popular types of Investment jobs in Quebec are:
What are popular job titles related to Investment Associate jobs in Quebec? For Investment Associate jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Quebec look for? The top searched job categories for Investment Associate jobs in Quebec are:
What cities in Quebec are hiring for Investment Associate jobs? Cities in Quebec with the most Investment Associate job openings:
Investment Associate jobs near you
Investment Associate

Investment Associate

Royal Bank of Canada

Montreal, QC

Full-time

Posted yesterday

Job description

Job Description

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?

  • Execute trades and rebalance portfolios.
  • Follow up on client trades to ensure proper settlement and delivery.
  • Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
  • Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
  • Assist the advisory team with client onboarding.
  • Help manage incoming communications from clients, Advisors and other internal and external partners.
  • Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.

What do you need to succeed?

Must-have

  • Canadian Investment Regulatory Exam (CIRE)
  • Post-secondary degree in finance or a related area of study
  • Minimum of 2 years of professional work experience within the investment industry
  • Bilingualism (English and French) required, as you will regularly serve our clients and 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

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 Skills

Additional Job Details

Address:

1501 AV MCGILL COLLEGE:MONTREAL

City:

Montreal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-13

Application Deadline:

2026-06-15

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.

Employment Type: FULL_TIME

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