Advance your career with RBC as an Investment Associate in Ottawa, specializing in client investment management. Engage in strategic operations to deliver top-notch financial services. RBC is seeking a dedicated Investment Associate to join its Ottawa branch. This role involves executing trades, resolving client inquiries, and ensuring meticulous documentation across client accounts.

Your role will contribute to building robust client relationships and providing solutions that foster client success. Key Responsibilities:

- Execute client trades and manage portfolio rebalancing
- Coordinate meetings and follow up with clients reliably
- Address client needs efficiently regarding transactions
- Keep client accounts updated and compliant
- Assist in facilitating smooth client onboarding processes Requirements:
- Completion of CFA level 1 is mandatory
- Minimum of 2 years in the securities field
- Strong organizational and detail-oriented skills
- Knowledge of RBC systems is a valued asset
- Effective communication and relationship management skills Utilize your financial acuity and customer service strengths at RBC to leave a lasting impact.

📌 Ottawa Investment Associate Role at RBC
🏢 Sonepar
📍 Ottawa