Trading Associate

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Maple Ridge is seeking an Investment Associate (Trade Execution Specialist) to join a successful Investment team. You will assist in executing trading as well as Financial Planning.

What will you do?

• Execute portfolio changes (Trading Execution)
• Exchange foreign currency when needed
• Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
• Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, on off EFTs & bank wires) – Trade Execution only
• Bridge between administrative team and financial planning/investment team
• Assist with analyzing financial situations, identify objectives, and developing strategies to meet objectives
• Reviewing and maintaining Private Investment Management (PIM) Dashboard. Keeping client accounts on side with regards to their current Investment Policy Statement (IPS).
• Reviewing and executing on any reorg notices
• Draw on your social media skills to update the team’s communication channels, including websites, Linked In, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

• Approval as an Investment Representative (IR) with CIRO or willing to become CIRO licensed
• Exceptional written and verbal communication skills
• Strong Microsoft Office skills

Nice-to-have

• 4 years or more of professional experience within investment industry
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly-developed technical 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
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

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 - $45,000.

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

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Financial Planning, Group Problem Solving, Interpersonal Relationships, Investment Management, Investments, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

ST:

MAPLE RIDGE

City:

Maple Ridge

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Contract (Fixed Term)

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

I
nclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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