Elevate client relationships as an Investment Associate with RBC PH&N; Investment Counsel in Victoria, Canada. Focus on high-net-worth clientele, providing exceptional service and support.

In this full time role, you will support a team dedicated to high-net-worth individuals and small business owners. With at least 2 years in the investment industry, your skills in MS Office and communication will be essential. Responsibilities include managing client inquiries, processing trades, and maintaining account documentation.

Key Responsibilities: • Resolve client inquiries and administrative errors • Process trades accurately and timely • Manage client account openings and documentation • Maintain records and assist in client meetings • Proactively support client appointment scheduling

Requirements: • Minimum 2 years' experience in the investment sector • Advanced MS Office skills specifically in Excel • Strong communication abilities in English • Ability to work under pressure • Completion of CSC and a University Degree considered an asset

Bring your expertise to RBC PH&N; and make a significant impact on client experiences. #J-18808-Ljbffr

📌 Investment Associate at RBC PH&N (Winnipeg)
🏢 RBC
📍 Winnipeg