What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in Ottawa is seeking an Investment Associate to provide dedicated support in investment & money management activities for a high performing Advisory Team.

What will you do?

• 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
  

What do you need to succeed?
Must Have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  
• 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 Have

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

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
  
• Ability to make a difference and lasting impact
  
• Work in a dynamic, collaborative, progressive, and high-performing team
  
• A world-class training program in financial service
  

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
303 MOODIE DR:OTTAWA OTTAWA Canada 37.5 Full time WEALTH MANAGEMENT Regular Salaried 2024-10-25 2024-11-12