Coquitlam Investment Associate at RBC

Position: Coquitlam Investment Associate Role at RBC
Join RBC Dominion Securities in Coquitlam, BC, as an Investment Associate, where you'll provide specialized support in investment and portfolio management. Your skills will be key to driving the Advisory Team's success.

RBC, recognized for its collaborative culture and top ranking in Canada, is looking for a knowledgeable professional with a minimum of 3 years in investment management. In this full-time role, you will manage investment operations, prepare policy statements, and explore asset opportunities while addressing market inquiries and recommendations effectively.

Key Responsibilities:

• Monitor and execute investment operations seamlessly

• Prepare Investment Policy Statements and updates

• Review transactions and daily reports consistently

• Engage in proactive portfolio reviews with the team

• Support proposals and manage client inquiries

Requirements:

• Minimum 3 years of investment management experience

• Detail-oriented with strong organizational skills

• Self-starter with a focus on growth and results

• Proficiency in analytical and numerical tasks

• CFA or CMT preferred; IIROC licensed

Leverage your investment expertise at RBC Dominion Securities to assist clients on their financial journeys.
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