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 career growth.
#J-18808-Ljbffr