Full-Time Investment Associate Role
R
RBC Dominion Securities
📍 brossard, montérégie, Canada
Job Description
RBC Dominion Securities offers a full-time role for an Investment Associate in Brossard, Canada. Engage in managing high-value client portfolios while providing wealth management services.
In this role, you will support the portfolio management team through executing trades and rebalancing accounts. It's essential to deliver exceptional customer service and address client inquiries effectively while ensuring all documentation is compliant with regulations and internal controls.
Key Responsibilities:
• Execute trades and rebalance client portfolios
• Ensure proper settlement of client transactions
• Provide high-quality service to clients and resolve issues
• Liaise with departments for trade execution as needed
• Maintain up-to-date client files and records
Requirements:
• Must have Canadian Investment Regulatory Exam (CIRE)
• Post-secondary finance degree required
• At least 2 years' experience in investment sector
• Bilingualism in English and Fren...
In this role, you will support the portfolio management team through executing trades and rebalancing accounts. It's essential to deliver exceptional customer service and address client inquiries effectively while ensuring all documentation is compliant with regulations and internal controls.
Key Responsibilities:
• Execute trades and rebalance client portfolios
• Ensure proper settlement of client transactions
• Provide high-quality service to clients and resolve issues
• Liaise with departments for trade execution as needed
• Maintain up-to-date client files and records
Requirements:
• Must have Canadian Investment Regulatory Exam (CIRE)
• Post-secondary finance degree required
• At least 2 years' experience in investment sector
• Bilingualism in English and Fren...