Investment Associate (Ottawa)

Investment Associate (Ottawa)

29 Oct
|
RBC
|
Ottawa

29 Oct

RBC

Ottawa

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Little Italy Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory team.

What will you do?

- Execute trades with precision, prioritizing “Timely” requests for same-day processing and routing standard requests to main trading days (Tuesdays & Thursdays)
- Handle book-wide trades strategically, reserving urgent activity for priority accounts
- Manage current client transitions by coordinating with Relationship Managers and Associates
- Manage portfolio accounts across daily, monthly, quarterly, and annual cycles to maintain optimal performance and client alignment.
- Execute routine portfolio activities including

📌 Investment Associate (Ottawa)
🏢 RBC
📍 Ottawa

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