Join RBC Dominion Securities as an Investment Associate in Kerrisdale, Vancouver, providing top-notch administrative support to our Advisory Team. Deliver exceptional client service while managing client accounts and enhancing relationships.
As an Investment Associate, you'll be integral in supporting a successful Advisory Team at RBC. With 2 to 3 years of relevant experience, you'll review private banking deals, engage with high-net-worth clients, and provide proactive client service. Effective communication and time management are essential, as you will manage inquiries and account documentation.
Key Responsibilities:
• Review execution of private banking deals for quality
• Monitor performance and market conditions in private banking
• Introduce products and services to high-net-worth clients
• Build relationships using effective communication tools
• Maintain client accounts and manage timelines efficiently
Requirements:
• 2 to 3 years of securities industry experience
• Completion of Canadian Securities Course (CSC)
• Proficiency in Microsoft Office Suite
• Robust verbal and written communication skills
• Ability to manage time effectively
Utilize your skills in client service and investment knowledge to support RBC’s mission of guiding clients towards financial success.
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📌 Investment Associate at RBC Dominion Securities (British Columbia)
🏢 RBC Dominion Securities
📍 British Columbia
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