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
Robust 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 (Canada)
🏢 Sonepar
📍 Canada