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 growth opportunities. #J-18808-Ljbffr

📌 Rbc Investment Associate Opportunity Ottawa (Canada)
🏢 RBC
📍 Canada