Investment Associate at RBC Vancouver
0000050599 RBC Dominion Securities • vancouver, Canada
Role Description
Join RBC Dominion Securities in downtown Vancouver as an Investment Associate, supporting proactive client service and business growth. Utilizing your skills to enhance client relationships and conduct market research can make a significant impact.
As an Associate Advisor, you'll collaborate with Investment Advisors, organizing meetings and preparing documentation to streamline client interactions. You will handle client inquiries and contribute to business strategies while ensuring a high level of service. Your insights into the investment landscape will help the team drive results and client satisfaction.
Key Responsibilities:
• Organize and coordinate client meetings and events
• Provide proactive service during client consultations
• Respond to and resolve account inquiries efficiently
• Support business plans and client segmentation efforts
• Conduct research on markets and provide updates
Requirements:
• Must be a Registered Representative approved with...
As an Associate Advisor, you'll collaborate with Investment Advisors, organizing meetings and preparing documentation to streamline client interactions. You will handle client inquiries and contribute to business strategies while ensuring a high level of service. Your insights into the investment landscape will help the team drive results and client satisfaction.
Key Responsibilities:
• Organize and coordinate client meetings and events
• Provide proactive service during client consultations
• Respond to and resolve account inquiries efficiently
• Support business plans and client segmentation efforts
• Conduct research on markets and provide updates
Requirements:
• Must be a Registered Representative approved with...