Investment Associate

4 weeks ago


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

As a Private Client Associate at Royal Bank of Canada, you will play a key role in providing exceptional client service and support to high net worth individuals. Your primary responsibility will be to assist Investment Counsellors and other team members in delivering daily portfolio maintenance and administrative tasks.

Key Responsibilities
  • Respond to client inquiries and resolve issues in a timely and professional manner
  • Support administrative activities and responsibilities of the team
  • Process trades accurately and efficiently
  • Manage account openings, documentation, and client cash flows
  • Maintain records and files, and attend client meetings as required
  • Assist with client management of appointments and scheduled meetings/calls
Requirements
  • Minimum 2 years of experience in a similar role in the investment industry
  • College diploma or bachelor's degree
  • Advanced proficiency in Microsoft 365 apps
  • Proven client service skills and attention to detail
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • A dynamic, collaborative, and progressive work environment
  • A world-class training program in financial services

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