Investment Associate
3 weeks ago
Job Summary
Job Description
What is the opportunity?
The Royal Bank of Canada is seeking a highly skilled Investment Associate to join our team in Ottawa. As a key member of our Advisory Team, you will be responsible for providing dedicated support in investment and money management activities.
What will you do?
- Execute trades and rebalance portfolios to meet client needs.
- Follow up on client trades to ensure proper settlement and delivery.
- Coordinate and prepare meetings for Advisors with their clients and prospects.
- Provide proactive client service with a focus on problem resolution and attention to details.
- Respond to client inquiries and assist with client onboarding.
- Maintain existing client accounts and identify opportunities to contact clients.
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 the securities industry.
What's in it for you?
We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact in a dynamic, collaborative, and progressive team.
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
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.
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