Investment Associate (Montreal)

Overview

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.

Responsibilities

• Execute trades and rebalance portfolios.
• Follow up on client trades to ensure proper settlement and delivery.
• Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Assist the advisory team with client onboarding.
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportun...