Investment Associate

3 weeks ago


Kelowna, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will play a key role in providing exceptional client service and supporting the Investment Counsellor in managing client portfolios.

Key Responsibilities
  • Identify and resolve client inquiries and administrative errors in a timely and professional manner
  • Support the administrative activities and responsibilities of the team, including trade processing and client documentation
  • Manage client cash flows and balances, and maintain accurate records and files
  • Assist with client meetings and appointments, and provide proactive support to client management
  • Stay up-to-date with RBC policies and procedures, and assist other team members as needed
Requirements
  • Minimum of 2 years' experience in a similar role in the investment industry
  • Advanced proficiency in MS Office, including Excel, Word, and PowerPoint
  • Ability to work under high pressure and meet deadlines
What We Offer

Royal Bank of Canada offers a competitive salary range of $41,000 - $60,000, depending on experience and qualifications. We also offer a robust discretionary bonus program, opportunities for career growth and development, and a dynamic and supportive work environment.

We are committed to building an inclusive and diverse workplace, and we welcome applications from qualified candidates who share our values and commitment to excellence.


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