Investment Associate

4 weeks ago

HAMILTON, Canada Royal Bank of Canada Full time

Job Summary

Job Description

âThe RBC Dominion Securities Branch located in Hamilton is looking for an Investment Associate to join a Council Team.  By joining the team you will participate in maintaining, developing and growing the business by providing exceptional service in an efficient and professional manner. 

The successful candidate will provide dedicated support on investment and money management activities for the Council Team.

What will you do?

  • Main focus will be on trading

  • Provide support in portfolio construction and proposals

  • Manage Discretionary Bulk Trading lists and execution, Risk Dashboard and IPS

  • Be proficient in Excel and the TAC for PIM and A+

  • Work closely on report building for clients and working with accountants on forms required for tax filing

  • Review portfolios regularly and re-balance them with guidance from the advisory team, manage TAC sheets, risk dashboard, bulk trading, IPS (new and updates)

  • Execute on trades as directed by the advisory team and follow up on orders to ensure proper settlement and delivery

  • Review reports daily and process any necessary corrections and actions

What do you need to succeed?

Must Have

  • Approval as a Investment Representative (IR) with IIROC

  • Exceptional written and verbal communication skills in English

  • Strong Microsoft Office skills, especially Excel

  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

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 client service skills

  • CIM designation, an asset

  • Knowledge of RBC Dominion Securitiesâ systems and procedures

Whatâs 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.

  • Opportunity to work with a successful Counsel team in Hamilton

  • Opportunities to do challenging work

  • Ability to make a difference and lasting impact

Job Skills

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

Additional Job Details

Address:

100 KING ST W:HAMILTON

City:

HAMILTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-09

Application Deadline:

2024-04-30

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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