Investment Associate

2 weeks ago

Vaughan, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Investment Associate

**What is the opportunity?**

The RBC Dominion Securities branch located in Vaughan 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
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

**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?**

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- 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 Summary**

**Address**:
VAUGHAN, Ontario, Canada

**City**:
CAN-ON-VAUGHAN

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-01-04-08:00

**Application Deadline**:
2023-01-12-08:00

**I**nclusion** 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.

**Join our Talent Community**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • investment consultant

    Found in: Talent CA 2 C2 - 2 weeks ago

    Vaughan, Canada SalesGrowth Development Inc Full time

    Education: Bachelor's degreeExperience: 1 year to less than 2 yearsTasksCollect financial and investment information about companies, stocks, bonds and other investmentsExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Prepare company, industry and economic outlooks, analytical...

  • investment consultant

    Found in: Talent CA 2 C2 - 2 weeks ago

    Vaughan, Canada SalesGrowth Development Inc Full time

    Education: Expérience: EducationBachelor's degreeTasksCollect financial and investment information about companies, stocks, bonds and other investmentsExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Prepare company, industry and economic outlooks, analytical reports, briefings...

  • investment analyst

    Found in: Talent CA 2 C2 - 2 weeks ago

    Vaughan, Canada Pinewest Financial Services Inc. Full time

    Education: Bachelor's degreeExperience: Experience an assetTasksCollect financial and investment information about companies, stocks, bonds and other investmentsExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Prepare company, industry and economic outlooks, analytical reports,...

  • investment analyst

    Found in: Talent CA 2 C2 - 2 weeks ago

    Vaughan, Canada Pinewest Financial Services Inc. Full time

    Education: Expérience: EducationBachelor's degreeTasksCollect financial and investment information about companies, stocks, bonds and other investmentsExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Prepare company, industry and economic outlooks, analytical reports, briefings...

  • investment analyst

    Found in: Talent CA 2 C2 - 7 days ago

    Vaughan, Canada 5051035 ONTARIO INC. Full time

    Education: Expérience: EducationBachelor's degreeTasksCollect financial and investment information about companies, stocks, bonds and other investmentsExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Prepare company, industry and economic outlooks, analytical reports, briefings...

  • investment analyst

    Found in: Talent CA 2 C2 - 7 days ago

    Vaughan, Canada 5051035 ONTARIO INC. Full time

    Education: Bachelor's degreeExperience: 1 year to less than 2 yearsTasksCollect financial and investment information about companies, stocks, bonds and other investmentsExamine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)Prepare company, industry and economic outlooks, analytical...

  • Vp, Investments

    1 day ago

    Vaughan, Canada SmartCentres Full time

    **Job Title**: Vice-President, Investments **Reports To**: EVP, Portfolio Management & Investments **Department**: Investments **Job Duties/Responsibilities**: Acquisitions - Identify potential acquisition opportunities through private and public means; - Execute transactions in accordance with Calloway’s established parameters; - Negotiate a...

  • Financial Planner/Investment Specialist

    Found in: Jooble CA O C2 - 7 days ago

    Vaughan, ON, Canada Scotiabank Full time

    Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term...

  • Associate

    7 days ago

    Vaughan, Canada Knewin Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities located in Vaughan, ON is currently seeking a licensed Associate. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day administrative...

  • Associate

    7 days ago

    Vaughan, Canada Knewin Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities located in Vaughan, ON is currently seeking a licensed Associate. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day administrative...

  • Associate

    1 week ago

    Vaughan, Canada Knewin Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities located in Vaughan, ON is currently seeking a licensed Associate. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day administrative...

  • Community Associate

    Found in: Jooble CA O C2 - 2 weeks ago

    Vaughan, ON, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations Thornhill, ON time type Full time posted on Posted 2 Days Ago job requisition id 2406994 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client...

  • Associate

    Found in: beBee S CA - 3 weeks ago

    VAUGHAN, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities located in Vaughan, ON is currently seeking a licensed Associate.  The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day...

  • Associate

    Found in: Talent CA C2 - 3 weeks ago

    Vaughan, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities located in Vaughan, ON is currently seeking a licensed Associate.  The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day...

  • Scotiamcleod Administrative Associate

    4 days ago

    Vaughan, Canada Scotiabank Full time

    Requisition ID: 168595 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Associate

    Found in: beBee S CA - 4 days ago

    Vaughan, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities located in Vaughan, ON is currently seeking a licensed Associate. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day administrative...

  • Financial Planner, Investment Specialist

    7 days ago

    Vaughan, Canada Scotiabank Full time

    Requisition ID: 189758 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...

  • Financial Planner, Investment Specialist

    7 days ago

    Vaughan, Canada Scotiabank Full time

    Requisition ID: 189758 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...

  • Financial Planner, Investment Specialist

    7 days ago

    Vaughan, Canada Scotiabank Full time

    Requisition ID: 189758 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about...

  • Client Associate CIBC Wood Gundy

    3 weeks ago

    Vaughan, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations Thornhill, ON time type Full time posted on Posted 2 Days Ago job requisition id 2406994 We’re building a relationship-oriented bank for the modern world. We need talented,...