Associate - Investment and Wealth Management

1 month ago


Red Deer, Alberta, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is a leading investment and wealth management firm that values collaboration and innovation. We are seeking a skilled and detail-oriented individual to join our team as an Associate.

Key Responsibilities
  • Provide exceptional client service through professional communication and timely issue resolution.
  • Support Investment Advisors in administrative duties, including client account management and trade processing.
  • Assist in the preparation of client reviews and presentations.
  • Request and verify client information and documentation to ensure accurate account management.
  • Monitor and follow up on client trades to ensure proper settlement and delivery.
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
  • Strong Microsoft Office Suite skills and attention to detail.
  • Excellent verbal and written communication skills in English.
  • Minimum 2 years of experience in the securities industry, with knowledge of RBC Dominion Securities' systems and procedures an asset.
What We Offer

As a valued member of our team, you will have the opportunity to work in a dynamic and supportive environment, with access to ongoing training and development opportunities.

How to Apply

If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply for this exciting opportunity.


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