Royal Bank of Canada·20 days ago
20 days ago
Investment Associate
Sign up free to see how well your resume matches this role.
About this role
Become part of our team as an Investment Associate, supporting high-performing advisory teams in Ottawa. Execute trades, manage client accounts, and provide proactive client service. Ideal for candidates with a CFA level 1, strong Microsoft Office skills, and at least two years' securities industry experience.
Skills
- chartered financial analyst (cfa) level 1
- investment management
- portfolio management
- trade execution
- client onboarding
- account management
- regulatory compliance
- microsoft office suite
- client service
- problem resolution
- investment performance measurement
- decision making
- interpersonal relationship management
- communication management
- document management
- internal controls
- wealth management
- client account maintenance
- tax receipt processing
- account reporting
- website management
- linkedin management
- facebook management
- newsletter management
Company
Royal Bank of Canada
Ottawa, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.