← Search all jobs

Investment Associate/Sr. Investment Associate

RBC

San Jose, CA · Posted November 3, 2026

Just laid off? Start here: a plan for the first weeks

See every open role at RBC

More in California job market · Financial Services & Banking · Investment jobs

More roles at RBC

Similar jobs

Where San Jose, CA ranks

Where San Jose, CA placed in our monthly rankings, month by month. Each month stays online at its own address.

How AI is used in this kind of work

Among financial specialists, all other, AI is already used for some of the tasks. Measured exposure for financial specialists, all other: 22% (some).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

About the job

Take on the role of Investment Associate/Sr. Investment Associate, supporting financial advisors in helping clients achieve their goals. Engage with clients, provide product and service advice, and contribute to wealth planning. Ideal for candidates with significant industry experience and strong analytical and communication skills.