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
• Solid 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.
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📌 RBC Investment Associate Opportunity (Ottawa)
🏢 RBC
📍 Ottawa