Job opportunity
Investment Associate Wealth Management Oakville
Royal Bank of Canada
Support investment research and client portfolios as an Investment Associate with RBC Dominion Securities in Oakville. Bring organization and strong communication to wealth management.
This full-time Investment Associate supports the Advisor team and clients within RBC Wealth Management. The position combines market research, portfolio administration, account documentation, and personalized client service. You will help maintain relationships while supporting compliant wealth management planning and portfolio activities.
Key Responsibilities:
Research markets and investments, providing regular advisory team updates
Review portfolios and rebalance them with advisory team guidance
Manage TAC sheets, risk dashboards, bulk trading, and IPS updates
Respond efficiently to client transactions, requests, and reporting inquiries
Maintain accurate, current, and compliant client documentation
Requirements:
Canadian Investment Regulatory Exam completed
Strong Microsoft Office Suite and business technology skills
Excellent time management and organizational abilities
Professional, warm, and friendly client service skills
Exceptional English verbal and written communication skills
Apply investment research, portfolio support, compliance, and client service skills as an Investment Associate in Oakville wealth management.
#J-18808-Ljbffr
Apply on source site This full-time Investment Associate supports the Advisor team and clients within RBC Wealth Management. The position combines market research, portfolio administration, account documentation, and personalized client service. You will help maintain relationships while supporting compliant wealth management planning and portfolio activities.
Key Responsibilities:
Research markets and investments, providing regular advisory team updates
Review portfolios and rebalance them with advisory team guidance
Manage TAC sheets, risk dashboards, bulk trading, and IPS updates
Respond efficiently to client transactions, requests, and reporting inquiries
Maintain accurate, current, and compliant client documentation
Requirements:
Canadian Investment Regulatory Exam completed
Strong Microsoft Office Suite and business technology skills
Excellent time management and organizational abilities
Professional, warm, and friendly client service skills
Exceptional English verbal and written communication skills
Apply investment research, portfolio support, compliance, and client service skills as an Investment Associate in Oakville wealth management.
#J-18808-Ljbffr