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 solid 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
• Solid 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 Quebec City
🏢 Important Group
📍 Quebec City