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Associate

Royal Bank of Canada Β· VANCOUVER, British Columbia, Canada

Full-time Posted 4 days ago

About this role

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b><u>Job Description</u></b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><h2><b>What is the opportunity? </b></h2><div><p>RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.<br /><br />The RBC Dominion Securities branch located in downtown Vancouver, is seeking an <b>Associate</b> to support a fast-growing advisory team.</p><p></p><p>You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.</p><p></p><p><b>What will you do? </b></p><ul><li>Conduct investment and market research, including equities, ETFs and macro trends</li><li>Assist in portfolio monitoring, analysis and rebalancing and support development of portfolio strategies and recommendations</li><li>Follow up on trading to ensure proper settlement and delivery</li><li>Coordinate and prepare client review materials and investment proposals</li><li>Assist with client onboarding and provide proactive client service with a focus on problem resolution and attention to details . Liaise with various departments for execution, where necessary</li><li>Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements

Maintain complete and up-to-date client files within appropriate systems.</li></ul><p></p><p><b>What do you ne

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