Investment Associate at RBC Dominion Securities

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
...