Investment Advisor Associate
Core
Support Investment Advisors in managing client portfolios, executing trades, and ensuring account administration and compliance.
Role type
Associate Investment Advisor (Wealth Management)
Builds
Client investment portfolios and wealth management plans
Domain
Financial Services / Wealth Management
Required skills
Portfolio management, Trade execution, Account administration, Regulatory compliance, Client onboarding, Client service, Time management, Business applications
Preferred skills
Securities industry experience, Wealth management familiarity, RBC systems knowledge
Responsibilities
Execute client trades and wire payments, Review daily reporting, Maintain client files and documentation, Onboard new clients, Coordinate client meetings, Respond to client inquiries, Support wealth management audits