Investment Associate

Job description

Job Description What is the opportunity?: Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. What will you do?: What do you need to succeed? - Gather client suitability information, open new accounts, and assist with asset gathering. - Facilitate the transfer of funds and securities and the issuance of checks, wire transfers and ACH disbursements when requested. - Process investment advisory agreements and monitor account surveillance on the AdvisoryLink platform. - Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes. - Provide...