Investment Associate at RBC Dominion Securities

Join RBC Dominion Securities as an Investment Associate in Brossard, Canada. Support a dedicated portfolio management team providing exceptional wealth management services to a sophisticated clientele.

As an Investment Associate, you'll execute trades, rebalance portfolios, and follow up on client transactions to ensure timely settlement. Your role will also involve proactive client service, managing inquiries, and assisting with client onboarding, ensuring seamless communication between clients and advisors.

Key Responsibilities:
• Execute trades and rebalance client portfolios
• Follow up on trades for proper settlement
• Provide proactive client service and problem resolution
• Assist the advisory team with new client onboarding
• Maintain accurate client documentation and records

Requirements:
• Canadian Investment Regulatory Exam (CIRE) certification
• Degree in finance or related field
• Minimu...