15 Sep
|
RBC Dominion Securities
|
Vancouver
15 Sep
RBC Dominion Securities
Vancouver
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
- Solid 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.
📌 Investment Associate at RBC Dominion Securities (Vancouver)
🏢 RBC Dominion Securities
📍 Vancouver