Investment Associate

3 weeks ago


Montreal, Quebec, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled Investment Associate to join our team of experienced professionals. As an Investment Associate, you will provide dedicated support to our portfolio management team, assisting with investment and money management activities.

Key Responsibilities
  • Support the portfolio management team in general administrative duties, including managing client accounts and executing trades as directed.
  • Request information and documentation from clients to keep client files up to date.
  • Review portfolios regularly and rebalance them with guidance from the portfolio management team.
  • Manage risk dashboard, bulk trading, and Investment Policy Statements (IPS).
  • Review reports daily and process any necessary corrections and actions.
Requirements
  • Post-secondary degree in finance or a related area of study.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
  • Minimum of 2 years of professional work experience within the investment industry.
  • Bilingualism (English and French) required.
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook).
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.


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