Investment Associate

Royal Bank of Canada
CA - Ottawa
October 31, 2024

Job Summary

What is the opportunity?
RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The RBC Dominion Securities branch located in 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 and rebalance portfolios.
Follow up on client trades to ensure proper settlement and delivery.
Coordinate and prepare meetings for Advisors with their clients/prospects.
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
Assist the Advisor team with client onboarding.
Help manage incoming communications from clients, Advisors and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.

What do you need to succeed?
Must Have

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
Strong Microsoft Office Suite skills.
Meticulous attention to detail and excellent time management skills.
Minimum of 2 years of experience in securities industry.

Nice to Have

Knowledge of RBC Dominion Securities' systems and procedures, an asset.

What's in it for you?

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
A world-class training program in financial service.

Job Skills: Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management.
Additional Job Details
Address: 303 MOODIE DR, OTTAWA
City: OTTAWA
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2024-10-25
Application Deadline: 2024-11-12
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Read the full job description and apply online on the recuiter's web-site

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