Assistants and Associates
The Montreal PVM 5 Branch is looking for Assistants and Associates to support our leading Advisory teams.
Working in a team environment and leading client service initiatives, successful candidates will be a valuable resource to our Advisors and clients.
Responsibilities may include but are not limited to:
Provide timely response to client inquiries
Conduct client meetings
Manage client investments in collaboration with the Advisor
Provide investment and administrative support to the Advisor
Marketing to new and existing clients
Organizing client and prospect investment seminars
Preparing internal and client-facing reports
Required Skills:
Strong client support and communication skills
Well developed time management and organizational skills
Superior written and spoken communication
Completion of or enrollment in the CSC and CPH
Preview financial industry experience
Please contact Kevin O'Connor at kevin.oconnor@rbc.com or 514-878-5001 for applications or inquiries.
