Rbc Investment Associate Opportunity (Riviere-des-Prairies—Pointe-aux-Trembles)

Rbc Investment Associate Opportunity (Riviere-des-Prairies—Pointe-aux-Trembles)

26 Sep
|
RBC
|
Riviere-des-Prairies—Pointe-aux-Trembles

26 Sep

RBC

Riviere-des-Prairies—Pointe-aux-Trembles

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 tradesCoordinate client meetings for AdvisorsAddress client inquiries about accounts and transactionsEnsure compliance with regulatory requirementsUpdate and maintain client files across systemsRequirements:Chartered Financial Analyst (CFA) level 1 completionAt least 2 years in the securities sectorProficient in Microsoft Office SuiteStrong attention to details and organizational skillsFamiliarity with RBC systems enhances your profileLeverage your investment management expertise at RBC in Ottawa for significant growth opportunities.

📌 Rbc Investment Associate Opportunity (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 RBC
📍 Riviere-des-Prairies—Pointe-aux-Trembles

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