Location
brossard, montérégie, Canada
Posted
July 16, 2026
Job Description
Explore the opportunity as an Investment Associate with RBC Dominion Securities in Brossard, Canada. You will be integral in delivering wealth management solutions to discerning clients.
This role emphasizes executing trades, managing client communication, and maintaining comprehensive account files. You will also collaborate with advisors and internal departments to enhance service delivery and assist with client onboarding.
Key Responsibilities:
• Execute trades for client portfolios and rebalance as needed
• Oversee timely settlement of client account transactions
• Provide proactive support and resolution for client queries
• Assist team during client onboarding processes
• Ensure compliance of all documentation with regulations
Requirements:
• Canadian Investment Regulatory Exam (CIRE) required
• Degree in finance or related field necessary
• Minimum 2 years of investment industry experience
...
This role emphasizes executing trades, managing client communication, and maintaining comprehensive account files. You will also collaborate with advisors and internal departments to enhance service delivery and assist with client onboarding.
Key Responsibilities:
• Execute trades for client portfolios and rebalance as needed
• Oversee timely settlement of client account transactions
• Provide proactive support and resolution for client queries
• Assist team during client onboarding processes
• Ensure compliance of all documentation with regulations
Requirements:
• Canadian Investment Regulatory Exam (CIRE) required
• Degree in finance or related field necessary
• Minimum 2 years of investment industry experience
...