Investment Associate

Job Description

What is the opportunity?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.

The RBC Dominion Securities Coquitlam Branch is seeking an Investment Associate to provide dedicated support in investment & portfolio management for a successful Advisory Team.
What will you do?

Manage, execute and monitor all discretionary and non-discretionary investment operations-trading, rebalancing, modelling, cash flow, maturing issues, reorgs, and compliance requirements

Prepare, monitor and update Investment Policy Statements

Review and execute on daily reports, transactions, task and activities

Stay current on reading and research specific to the Portfolio Manager’s investment discipline & strategy

Explore ideas and opportunities in equities, fixed income and alternative assets

Proactively review portfolios and models and discuss details and recommendations with Portfolio Manager

Support with the preparation of proposals (clients and prospects)

Manage and implement efficient procedures for all portfolio management and investment related work

Active participant in regular Investment Committee team meetings, stay on top of market insight emails and market update calls.

Handle market and portfolio-related client inquiries and escalate to client-facing advisory team as necessary

What do you need to succeed?
Must Have

Minimum of 3 years of investment management experience

A self-directed individual with a growth and goals-oriented mindset

Meticulous attention to detail and excellent organizational skills

Accurate number skills

Nice to Have

Knowledge of RBC Dominion Securities’ systems and procedures will be an asset

Successful completion of CFA,CMT- must be IIROC licensed

Strong problem solving skills and analytical skills

What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to do challenging work

Opportunities to take on progressively greater accountabilities

Access to a variety of job opportunities across business and geographies

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $40,000 - $50,000.This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary
.RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details

Address:

2950 GLEN DR:

COQUITLAM

City:

Coquitlam

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above
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