Investment Associate

RBCOakville, ON
CA$37,500 - CA$50,000Onsite

About The Position

The RBC Dominion Securities branch located in Oakville, is seeking an Investment Associate to provide dedicated support in investment & money management activities.

Requirements

  • Canadian Investment Regulatory Exam, CIRE
  • Strong Microsoft Office Suite skills
  • Meticulous attention to detail and excellent time management skills
  • Minimum of 2 years of experience in securities industry

Nice To Haves

  • Knowledge of RBC Dominion Securities’ systems and procedures, an asset

Responsibilities

  • Execute trades and rebalance portfolios.
  • Follow up on client trades to ensure proper settlement and delivery
  • Coordinate and prepare meetings for Advisors with their clients/prospects.
  • Provide proactive client service with a focus on problem resolution and attention to details.
  • Liaise with various departments for execution, where necessary.
  • Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
  • Assist the Advisor team with client onboarding.
  • Help manage incoming communications from clients, Advisors and other internal and external partners.
  • Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.
  • Maintain complete and up-to-date client files within appropriate systems.
  • Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

Benefits

  • bonuses
  • flexible benefits
  • competitive compensation
  • commissions
  • stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • A world-class training program in financial service
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