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Associate - Investment and Wealth Management Professional

2 months ago

Edmonton, Alberta, Canada Royal Bank of Canada> Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as an Associate in Investment and Wealth Management. As a key member of our team, you will play a critical role in providing exceptional client service and support to our clients and advisors.

Key Responsibilities
  • Execute investment trades and portfolio management as coordinated by advisors
  • Provide trade surveillance and ensure accuracy of portfolio holdings relative to the Investment Policy Statement
  • Work with advisors to develop investment models and portfolio rebalancing
  • Coordinate position maintenance, book cost accuracy, and execution of corporate reorganizations
  • Monitor fixed income maturities for reinvestment
  • Provide proactive client service with a focus on problem resolution and attention to details
  • Administer estate adjustments and distribution
  • Respond to client and related party inquiries (account transactions, requests for tax receipts, account reporting, etc.)
  • Follow up on client trades to ensure proper settlement and delivery
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • High-quality time management and organization skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
What We Offer
  • 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
  • An opportunity to make a difference and have a lasting impact on the lives of others
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management