Investment Associate

Location: Brossard

Job Description

What is the opportunity?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.
What will you do?

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.

What do you need to succeed?
Must-have

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-have

Level I (or any higher level) of the CFA Program administered by the CFA Institute

Passion for investments, analysis, and portfolio management

Meticulous attention to detail and excellent time management skills

Strong problem solving and analytical skills

What’s in it for you?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

Job Skills
Additional Job Details

Address:

2000 RUE DE L'ÉCLIPSE:

BROSSARD

City:

Brossard

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date aboveI
nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.