Community Investment Advisor

3 weeks ago

Ottawa, Canada Royal Bank of Canada Full time

Job Summary

Job Description

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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