RBC Dominion Securities
Investment Associate at RBC Dominion Securities
Job Description
Support investment strategies with RBC Dominion Securities in Oakville as an Investment Associate. Collaborate closely with Advisors and ensure top-tier client service across investment management activities.
RBC Dominion Securities is actively seeking an Investment Associate to enhance its Oakville team. This full-time role demands expertise in executing trades, managing client inquiries, and preparing for meetings. You will play a critical role in account maintenance and documentation, reinforcing compliance with industry standards and internal controls.
Key Responsibilities:
• Execute trades and rebalance client portfolios
• Follow up on client trades for settlement accuracy
• Coordinate meetings between Advisors and clients
• Provide proactive client service with attention to detail
• Maintain and update client account files securely
Requirements:
• Must hold Canadian Investment Regulatory Exam (CIRE)
• Strong Microsoft Office Suite skills required
...
RBC Dominion Securities is actively seeking an Investment Associate to enhance its Oakville team. This full-time role demands expertise in executing trades, managing client inquiries, and preparing for meetings. You will play a critical role in account maintenance and documentation, reinforcing compliance with industry standards and internal controls.
Key Responsibilities:
• Execute trades and rebalance client portfolios
• Follow up on client trades for settlement accuracy
• Coordinate meetings between Advisors and clients
• Provide proactive client service with attention to detail
• Maintain and update client account files securely
Requirements:
• Must hold Canadian Investment Regulatory Exam (CIRE)
• Strong Microsoft Office Suite skills required
...