Join RBC Dominion Securities in Ottawa as an Investment Associate, specializing in investment management and client engagement. This role supports a high-performing Advisory team with essential investment services. Working full-time, you will execute trades, rebalance portfolios, and ensure proper background support for client meetings. Your focus will be on providing top-tier client service and maintaining detailed compliance reporting with internal controls. Key Responsibilities:
- Rebalance portfolios and execute timely trades
- Coordinate client meetings for Advisors
- Address client inquiries about accounts and transactions
- Ensure compliance with regulatory requirements
- Update and maintain client files across systems
Requirements:
- Chartered Financial Analyst (CFA) level 1 completion
- At least 2 years in the securities sector
- Proficient in Microsoft Office Suite
- Strong attention to details and organizational skills
- Familiarity with RBC systems enhances your profile
Leverage your investment management expertise at RBC in Ottawa for significant growth opportunities.