Elevate your finance career with RBC Dominion Securities as an Investment Associate in Ottawa. Provide essential support in investment management and client services for a successful advisory team.

In this full-time role, you will support Advisors by executing trades, balancing portfolios, and preparing client meetings. Your expertise in problem resolution will enhance the client experience. The role aims to maintain high-quality client accounts while ensuring compliance with regulatory requirements.

Key Responsibilities: • Execute trades and monitor portfolio rebalancing • Follow up on client trades for smooth settlement • Coordinate meetings for Advisors and their clients • Provide proactive client inquiries support • Maintain comprehensive client documentation

Requirements: • Completed Chartered Financial Analyst (CFA) level 1 • Minimum 2 years of experience in the securities industry • Robust Microsoft Office Suite skills • Exceptional attention to detail and time management • Knowledge of RBC systems is a plus

Bring your investment management skills and attention to detail to RBC's high-performing team in Ottawa. #J-18808-Ljbffr

📌 Investment Associate at RBC Ottawa (Montreal)
🏢 RBC
📍 Montreal