Investment Associate

Job Description

The RBC Dominion Securities branch located in Vancouver Royal Centre is looking for an analytical, technical and resourceful team player to join a leading discretionary team as a junior Investment Associate who will provide exceptional client service and dedicated support to the portfolio management team on investment and money management activities.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships. As an invaluable internal and external point of contact, you will play a key role in working with a Portfolio Manager in managing client portfolios, analysis and administrative support.

What will you do?

• Execute trades and help rebalance portfolios.
• Follow up on client trades to ensure proper settlement and delivery.
• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.

What do you need to succeed?

Must-have

• Canadian Investment Regulatory Exam (CIRE).
• Meticulous attention to detail and excellent time management skills.
• Strong Microsoft Office Suite skills.
• Excellent communication skills, verbal and written.
• Post-secondary degree in finance or a related area of study.
• Minimum of 2 years of professional work experience within the investment industry.

Nice-
to-have

• Knowledge of RBC Dominion Securities’ systems and procedures, an asset.
• Passion for investments, analysis, and portfolio management

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.
• A world-class training program in financial service.

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

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