Investment Associate
3 weeks ago
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.
- 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).
- 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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Investment Counsel Support Associate
2 months ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel team, you will play a critical role in delivering exceptional client service and supporting the growth of our business.Key ResponsibilitiesCollaborate with Investment Counselors to...
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Investment Counsel Support Associate
2 months ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel team, you will play a critical role in delivering exceptional client service and supporting the growth of our business.Key ResponsibilitiesCollaborate with Investment Counselors to...
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Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support role is a key position within our Investment Management team, responsible for providing administrative and sales support to our high net-worth clients. As a member of our team, you will work closely with Investment Counsellors to deliver exceptional client service, ensuring that our clients...
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Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...
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Investment Counsel Support Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...
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Investment Associate
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Investment Associate to join our portfolio management team. As an Investment Associate, you will provide dedicated support to our portfolio management team on investment and money management activities.Key ResponsibilitiesSupport the portfolio management team in general administrative duties,...
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Investment Associate
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Investment Associate to join our portfolio management team. As an Investment Associate, you will provide dedicated support to our portfolio management team on investment and money management activities.Key ResponsibilitiesSupport the portfolio management team in general administrative duties,...
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Investment Counsel Support Associate
4 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW's high net-worth clients. This role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private...
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Investment Counsel Support Associate
4 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW's high net-worth clients. This role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private...
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Investment Counsel Support Associate
4 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...
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Investment Counsel Support Associate
4 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Bilingual Associate Investment Counsel Support to join our team in Montreal. As a key member of our Investment Counsel Support team, you will play a critical role in delivering exceptional client service and supporting our Investment Counsellors in providing administration and sales support to our...
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Investment Associate
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will provide dedicated support to our portfolio management team on investment and money management activities.Key ResponsibilitiesSupport the portfolio management team in general administrative duties in the management of client...
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Investment Associate
4 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will provide dedicated support to our portfolio management team on investment and money management activities.Key ResponsibilitiesSupport the portfolio management team in general administrative duties in the management of client...
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Investment Counsel Support Associate
2 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Investment Counsel Support Associate will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients at Manulife Private Wealth. This role is based in Montreal and requires excellent communication and organizational skills, attention to detail, and the discipline to take full...
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Infrastructure Investment Associate
4 weeks ago
Montreal, Quebec, Canada PSP Investments Full timeUnlock Your PotentialPSP Investments is a leading global investment manager, and we're seeking a highly motivated and detail-oriented Associate, Infrastructure Investments to join our team in Montreal. As an Associate, you will play a key role in supporting our investment process, from research and origination to due diligence and analysis.About the RoleAs...
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Infrastructure Investment Associate
4 weeks ago
Montreal, Quebec, Canada PSP Investments Full timeUnlock Your PotentialPSP Investments is a leading global investment manager, and we're seeking a highly motivated and detail-oriented Associate, Infrastructure Investments to join our team in Montreal. As an Associate, you will play a key role in supporting our investment process, from research and origination to due diligence and analysis.About the RoleAs...
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Infrastructure Investment Associate
3 weeks ago
Montreal, Quebec, Canada PSP Investments Full timeUnlock Your PotentialPSP Investments is a leading global investment manager, and we're seeking a highly motivated and detail-oriented Associate, Infrastructure Investments to join our team in Montreal. As an Associate, you will play a key role in our infrastructure investment process, working closely with our experienced professionals to identify, evaluate,...
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Infrastructure Investment Associate
3 weeks ago
Montreal, Quebec, Canada PSP Investments Full timeUnlock Your PotentialPSP Investments is a leading global investment manager, and we're seeking a highly motivated and detail-oriented Associate, Infrastructure Investments to join our team in Montreal. As an Associate, you will play a key role in our infrastructure investment process, working closely with our experienced professionals to identify, evaluate,...
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Investment Counsellor Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement.Key ResponsibilitiesPerform various day-to-day administrative...
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Investment Counsellor Associate
3 weeks ago
Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleWe are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement.Key ResponsibilitiesPerform various day-to-day administrative...