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. #J-18808-Ljbffr