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.

📌 RBC Investment Associate Opportunity (Montreal)
🏢 RBC
📍 Montreal