Royal Bank of Canada·17 days ago
17 days ago
Investment Associate
Sign up free to see how well your resume matches this role.
What you'll do
- executing trades
- rebalancing portfolios
- providing proactive client service
What they're looking for
- experience in investment management
- bilingual proficiency in English and French
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Seeking an Investment Associate to support portfolio management for a sophisticated client base. Key responsibilities include executing trades, rebalancing portfolios, and providing proactive client service. Ideal candidates will have experience in investment management and bilingual proficiency in English and French.
Skills
- canadian investment regulatory exam
- portfolio management
- bilingualism (english and french)
- investment execution
- trade execution
- client onboarding
- account management
- regulatory compliance
- microsoft 365
- client service
- problem resolution
- analytical skills
- cfa level i
- tax reporting
- document management
- time management
Company
Royal Bank of Canada
MONTRÉAL, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.