What is the opportunity?

The RBC Dominion Securities branch located in Oakville is seeking an Investment Associate to provide dedicated support in investment and money management activities.

What will you do?

• Execute trades and rebalance portfolios.
• Follow up on client trades to ensure proper settlement and delivery.
• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to detail; liaise with various departments for execution when necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients; manage ...