Join RBC Dominion Securities in Ottawa as an Investment Associate, providing essential support in investment management for a top Advisory team. Your focus will be on executing trades and ensuring excellent client service.

As an Investment Associate, you'll play a key role in client onboarding and portfolio management. This full-time position demands robust attention to detail and a minimum of two years' experience in the securities industry. You will coordinate client meetings, respond to inquiries, and maintain thorough account documentation.

Key Responsibilities: • Execute trades accurately and rebalance client portfolios • Follow up on client trades for proper settlement • Coordinate meetings between Advisors and clients • Provide proactive client service and problem resolution • Maintain accurate client files and documentation

Requirements: • Completed Chartered Financial Analyst (CFA) level 1 • 2+ years' experience in the securities industry • Excellent time management and detail-oriented skills • Knowledge of RBC systems is a plus • Strong customer service and interpersonal skills

Contribute to a successful Advisory team while advancing your career at RBC. #J-18808-Ljbffr

📌 Investment Associate at RBC Dominion Securities (Montreal)
🏢 Confidential
📍 Montreal