Investment Associate
RBC
Oakville, ON
What is the opportunity?

The RBC Dominion Securities Oakville branch is currently seeking an Investment Associate to join a well-established advisory team. The successful candidate will provide quality client service and help deepen client relationships by offering efficient support to both clients and advisory teams. Providing dedicated support to the advisory team’s investment and money management activities is the main focus of this role.

What will you do?

  • Review portfolios regularly and rebalance them with the guidance from the advisory team, manage Target Allocation Calculator sheets, risk dashboard, bulk trading, Investment Policy Statements (new and updates)
  • Execute on trades as directed by advisory team and follow up on orders to ensure proper settlement and delivery
  • Review reports daily and process any necessary corrections and actions
  • Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work
  • Provide proactive client service on the phone and in person, respond to client inquiries and support the advisory team in general administrative duties in the management of client accounts
  • Request information and documentation from clients in order to open accounts and keep client files up to date
What do you need to succeed?

Must-have

  • Investment Representative approval with IIROC
  • Post-secondary degree
  • Exceptional oral and written communication skills
  • Strong Microsoft Office skills, especially Excel
  • Meticulous attention to detail and excellent time-management skills
Nice-to-have

  • 2 to 4 years of professional experience in financial services industry
  • Passion for investments
  • Derivatives Fundamentals and Options Licensing (DFOL) course
  • Enthusiastic, committed, and team player spirit
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
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Financial strength and strong brand
  • Prestige