Investment Associate

Job Summary

Job Description

What is the opportunity?

RBC InvestEase is a discretionary investment management service that provides professionally managed ETF portfolios and access to high quality advice for clients. Join a fast-growing business and have the opportunity to help shape the future of digital investment advice in Canada.

As an Associate, you will be intimately involved with many aspects of the business from operations to investment management, marketing, and client service.  The associate works with clients to provide personal assistance opening and managing their RBC InvestEase accounts. Additionally, you will support the Portfolio Advisor team and perform investment related activities, including research, contribution to the investment committee, trading & investment recommendation reviews.  Associates are also actively involved in the daily operation of the business, from trouble shooting, to ensuring reporting is done on a timely and accurate basis.  The role provides an opportunity for candidates who are passionate about investing, and willing to work in multiple streams of a growing segment of Canada’s investment advisory business.

What will you do?

• Interact with clients to explain the features, fees and benefits of RBC InvestEase
• Assist and follow up on KYC reviews
• Manage the administrative client onboarding process (e.g., scheduling client appointments, and client follow-ups)
• Manage tasks and/or activities delegated by the Portfolio Advisors (e.g., salesforce updates, transactional inquiries regarding trades or withdrawals, or operational account follow up)   
• Monitor the RBC InvestEase General Inquiries mailbox on a daily basis and respond to clients as necessary
• Participate in Investment Committee meetings by contributing to topics that are related to the RBC InvestEase investment process or portfolios, anticipating client questions regarding recent economic events, macroeconomic trends or financial markets
• Collaborate with the broader RBC InvestEase team (including operations, strategy and product development) to provide client feedback and insights that will help improve the overall client experience
• Handle client concerns and/or complaints and escalate in compliance with internal policies and procedures
• Identify, manage, and if necessary, escalate any risks and/or control deficiencies
   

What do you need to succeed?

Must-have

• 2+ years investment industry experience
• Canadian Securities Course (or commitment to complete within 6 months of onboarding)
• Strong client focus and proven experience in customer service role
• Creative problem resolution
• Ability to manage and prioritize daily workload

Nice-to-have

• Enrollment in or completion of Chartered Investment Manager (CIM) designation or Chartered Financial Analyst (CFA) program
• Enrollment in or completion of Canadian Securities Course (CSC)
• Fluent in English and French (verbal and written communication)
• Strong MS Excel (VBA), python & programming skills

What’s in it for you?

• An environment where you will be challenged and supported to be our best, working together to deliver trusted investment advice and help our clients thrive and communities prosper.
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• Acquiring qualifying experience towards Advising Representative registration

Job Skills

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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