Investment Associate: Wealth Management

2 weeks ago


Edmonton, Canada RBC Dominion Securities Full time

A leading investment and wealth management firm in Edmonton is seeking an Investment Associate to assist in executing trades, maintaining portfolios, and delivering exceptional client service. The role requires completion of the Canadian Securities Course and proficiency in Microsoft Excel. Key responsibilities include monitoring investments, providing support to the Advisor, and ensuring accurate client interactions. This is a full-time position within a dynamic, high-performing team, contributing to clients' financial success.
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