Investment Associate; Trade Execution Specialist

Position: Investment Associate (Trade Execution Specialist)

Job Description

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.

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 other key aspects of the portfolio management and client service process.
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 investment team

Assist with analyzing client & prospective client portfolios, and developing investment recommendations 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.

Assist with client administration and servicing.

What do you need to succeed?
Must-have

Canadian Investment Regulatory Exam, CIRE or willingness to complete within 12 months

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
Client Service, Critical Thinking, Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Interpersonal Relationship Management, Investment Management, Investments, Knowledge Organization, Problem Solving, Teamwork, Time Management, Word Proccessing
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:

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 aboveI
nclusion and Equal Opportunity Employment
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