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 strong 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.
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📌 Investment Associate at RBC Dominion Securities (Ottawa)
🏢 Confidential
📍 Ottawa