- Ottawa, Ontario, Canada
- Full-time · Associate
- CA$38K–CA$60K per year
Provide proactive advice and support to clients and the Investment Advisor, deepen relationships, and grow the business.
Compensation
The expected pay range for this position is: $38,000.00- $60,000.00
Responsibilities
- Manage client relationships by preparing for and leading meetings, responding to client account inquiries and following up
- Help build and execute business plans, Wealth Management objectives and client service plans
- Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners
- Provide trading and/or portfolio management support
- Conduct ongoing research on markets and investments and provide regular updates to the advisory team
Requirements
- University degree
- Nice to have: 4 years or more of professional experience within the investment industry
- Nice to have: Meticulous attention to detail
- Nice to have: Strong problem solving and analytical skills
- Nice to have: Highly developed client service skills