Investment Associate

1 month ago


Ottawa, Ontario, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a Financial Services Professional to provide dedicated support in investment & money management activities for a high performing Advisory Team.

Key Responsibilities
  • 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

Requirements
  • 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

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