Investment Associate
Description
RBC Dominion Securities is seeking an Investment Associate to join a portfolio management team that provides wealth management services to sophisticated clients. The role involves dedicated support for investment and money management activities.
What We're Looking For
Execute trades and rebalance portfolios, ensuring proper settlement and delivery.
Provide proactive client service, focusing on problem resolution and responding to inquiries (account transactions, tax receipts, account reporting).
Liaise with various departments for execution.
Assist the advisory team with client onboarding and manage incoming communications.
Maintain existing client accounts, manage timelines and key dates, and ensure accurate, timely updates of documentation in compliance with internal controls and regulatory requirements.
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)
Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)
Ideal Candidate
Post-secondary degree in finance or a related area of study
Canadian Investment Regulatory Exam (CIRE)
Level I (or any higher level) of the CFA Program administered by the CFA Institute (Nice-to-have)
Minimum Education
Post-secondary degree in finance or a related area of study
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.