Investment Associate

Royal Bank of Canada • Montreal, QC

27d

About The Position

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.

Requirements

• Canadian Investment Regulatory Exam (CIRE)
• Post-secondary degree in finance or a related area of study
• Minimum of 2 years of professional work experience within the investment industry
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)

Nice To Haves

• Passion for investments, analysis, and portfolio management
• Meticulous attention to detail and excellent time management skills
• Strong problem solving and analytical skills

Responsibilities

• Execute trades and rebalance portfolios.
• Follow up on client trades to ensure proper settlement and delivery.
• 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 advisory 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.

Benefits

• We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
• A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees