Investment Associate

4 weeks ago


Red Deer, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Royal Bank of Canada is a leading investment and wealth management firm that prioritizes relationships and client satisfaction. Our collaborative culture enables success at every level and empowers us to help clients achieve their financial goals.

The Tettmar Private Wealth Management team is seeking a resourceful and efficient individual to join our team as an Investment Associate. You will contribute to growing the business by providing exceptional service, taking care of administrative duties related to client accounts, and responding to client inquiries.

Key Responsibilities

  • Provide professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
  • Support Investment Advisors in general administrative duties in the management of client accounts
  • Assist Investment Advisors in the preparation of client reviews and presentations
  • Request information and documentation from clients to open accounts and maintain client files
  • Follow up on client trades to ensure proper settlement and delivery
  • Monitor pending transfers to ensure timely completion

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
  • Demonstrated skills in providing world-class client service
  • Exceptional verbal and written communication skills in English
  • Wealth Management Experience

Preferred Qualifications

  • Knowledge of RBC Dominion Securities' systems and procedures
  • Minimum of 2 years of experience in the securities industry
  • Enthusiastic, committed, and entrepreneurial spirit

Job Skills

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

Additional Job Details

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

Expand your limits and create a new future together at Royal Bank of Canada.


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