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Royal Bank of Canada

Global banking, wealth management, and insurance

Investment Associate

Wealth Management & Financial AdvisoryUpdated on Nov 10
Full-timeVancouver, BC, Canada$40k - $50kIn-person

About the Job

Requirements

  • Exceptional communication skills in both English and Mandarin.
  • Investment Representative (IR) license.
  • Two years of industry-related experience.
  • Demonstrated ability to provide professional, warm, and friendly client service.

Responsibilities

  • Conduct investment and market research, including equities, exchange-traded funds, and macro trends.
  • Assist with portfolio monitoring, analysis, and rebalancing, and support the development of portfolio strategies and recommendations.
  • Follow up on trading to ensure proper settlement and delivery.
  • Coordinate and prepare client review materials and investment proposals.
  • Assist with client onboarding and provide proactive client service focused on problem resolution and attention to detail; liaise with various departments for execution where necessary.
  • Ensure accurate and timely updates of necessary documentation in compliance with internal controls and industry regulatory requirements, and maintain complete and up-to-date client files within appropriate systems.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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