Junior Wealth Specialist

Found in: beBee S CA - 1 week ago

MISSISSAUGA, Canada Royal Bank of Canada Full time

Job Summary

Assists senior consultants research business problems and analyze, develop and recommend Strategy & Planning (S&P) solutions for clients. Applies complete knowledge, skills, and practices to perform assignments.

Job Description

What is the opportunity?

This position will primarily focus on the day-to-day operations required for trade order execution and management, custody/fund units/underlying securities reconciliation and the production of an accurate net asset value for the Legacy segregated funds.   You will also be responsible to effectively manage operational risk by investigating questionable transactions & discrepancies, streamline existing operations procedures & processes and support the development and execution of new initiatives sponsored by the business.

What will you do?

⢠Ensure all required data for producing the NAV are available and quality ensured, prepare the NAV for funds and liaise with business areas concerning issues affecting the valuation of funds

⢠Review a reconcile transactions of assigned funds â analyze cash flow activities, reconcile assets and cash balances, maintain a balanced cash account.  Also research discrepancies to investigate questionable transactions

⢠Review and reconcile various account holdings (i.e. custody) and investigate & correct any variances

⢠Perform audit checks to support the calculation of net asset values; perform reasonability test on the increase/decrease of the net asset value of a fund

⢠Review existing Legacy Seg Fund operations procedures & processes to identify potential risks exposures

⢠Contribute to developing, implementing and maintaining the infrastructure to support the Legacy segregated fund

⢠Support the development and execution of the Wealth Product initiatives

What will you need to succeed?

Must have:

⢠University or college degree in finance, accounting or other business-related fields

⢠Minimum of 2 to 3 years in finance accounting

⢠Ability to work in a fast-paced environment & under tight deadlines

⢠Strong MS Office Skills: Microsoft Excel, Word

⢠Excellent analytical skills, accuracy and detail-oriented

⢠Excellent organizational, written and verbal communication skills

Nice-to-have:

⢠Good technical knowledge on calculating Net Asset Value and knowledge of accounting standards

⢠Strong securities industry knowledge

⢠Completion of Canadian Securities Course (CSC)

What's in it for you?

⢠A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans

⢠Competitive pay and high-earning potential

⢠All the tools, training, and team support you need to grow your career

⢠Flexible work/life balance options

⢠Sophisticated RBCI software tools to boost your productivity

Job Skills

Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Large Group Presentations, Long Term Planning, Results-Oriented

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-23

Application Deadline:

2024-05-09

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.
âââââââ
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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Junior Wealth Specialist

    Found in: beBee jobs CA - 3 days ago

    Mississauga, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryAssists senior consultants research business problems and analyze, develop and recommend Strategy & Planning (S&P) solutions for clients. Applies complete knowledge, skills, and practices to perform assignments.Job DescriptionWhat is the opportunity? This position will primarily focus on the day-to-day operations required for trade order execution...

  • Junior Wealth Specialist

    Found in: Talent CA C2 - 1 week ago

    Mississauga, Canada Royal Bank of Canada> Full time

    Job SummaryAssists senior consultants research business problems and analyze, develop and recommend Strategy & Planning (S&P) solutions for clients. Applies complete knowledge, skills, and practices to perform assignments.Job DescriptionWhat is the opportunity? This position will primarily focus on the day-to-day operations required for trade order execution...

  • Junior Wealth Specialist

    Found in: beBee S CA - 7 days ago

    Mississauga, Canada RBC - Royal Bank Full time

    Job SummaryAssists senior consultants research business problems and analyze, develop and recommend Strategy & Planning (S&P) solutions for clients. Applies complete knowledge, skills, and practices to perform assignments.Job DescriptionWhat is the opportunity? This position will primarily focus on the day-to-day operations required for trade order execution...

  • Junior Engineering Specialist

    1 week ago

    Mississauga, Canada SNC-Lavalin Full time

    Job Description: Junior Engineering Specialist Come join us in reshaping the future with AtkinsRéalis. AtkinsRéalis is dedicated in engineering a better future for our planet and its people. CANDU Energy Inc. is looking to hire multiple Civil/Structural engineers for full time term/permanent positions. The types of engineering work include structural and...

  • Junior Engineering Specialist

    1 week ago

    Mississauga, Canada SNC-Lavalin Full time

    Job Description: Junior Engineering Specialist Come join us in reshaping the future with AtkinsRéalis. AtkinsRéalis is dedicated in engineering a better future for our planet and its people. CANDU Energy Inc. is looking to hire multiple Civil/Structural engineers for full time term/permanent positions. The types of engineering work include structural and...

  • Junior Engineering Specialist

    2 weeks ago

    Mississauga, Canada SNC-Lavalin Full time

    Job Description: Junior Engineering Specialist Come join us in reshaping the future with AtkinsRéalis. AtkinsRéalis is dedicated in engineering a better future for our planet and its people. CANDU Energy Inc. is looking to hire multiple Civil/Structural engineers for full time term/permanent positions. The types of engineering work include structural and...

  • Admin & Marketing Specialist

    2 days ago

    Mississauga, Canada Raymond James Financial Full time

    **Admin & Marketing Specialist** - 2302869 Raymond James Ltd. is seeking an Admin & Marketing Specialist to work in our Mississauga Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. -...

  • Junior Engineering Specialist

    2 weeks ago

    Mississauga, Canada AtkinsRéalis Full time

    Junior Engineering SpecialistCome join us in reshaping the future with AtkinsRéalis. AtkinsRéalis is dedicated in engineering a better future for our planet and its people.CANDU Energy Inc.is looking to hire multiple Civil/Structural engineers for full time term/permanent positions. The types of engineering work include structural and seismic analysis,...

  • Junior Engineering Specialist

    1 week ago

    Mississauga, Canada AtkinsRéalis Full time

    Junior Engineering SpecialistCome join us in reshaping the future with AtkinsRéalis. AtkinsRéalis is dedicated in engineering a better future for our planet and its people.CANDU Energy Inc.is looking to hire multiple Civil/Structural engineers for full time term/permanent positions. The types of engineering work include structural and seismic analysis,...

  • Junior Engineering Specialist

    1 week ago

    Mississauga, Canada AtkinsRéalis Full time

    Junior Engineering SpecialistCome join us in reshaping the future with AtkinsRéalis. AtkinsRéalis is dedicated in engineering a better future for our planet and its people.CANDU Energy Inc.is looking to hire multiple Civil/Structural engineers for full time term/permanent positions. The types of engineering work include structural and seismic analysis,...

  • Implementation Specialist

    2 hours ago

    Mississauga, Canada People Corporation Full time

    We are seeking **Implementation Specialists** to join our BPA team in Toronto. The Implementation Specialist will work directly with existing and new customers across the entire implementation life-cycle, starting with the transition from our sales team through project planning, pre and post go-live utilization, business analysis, data conversion and...

  • Junior Engineering Specialist

    Found in: Talent CA C2 - 1 week ago

    Mississauga, Canada SNC-Lavalin Full time

    Job Description Junior Engineering Specialist Come join us in reshaping the future with AtkinsRéalis. AtkinsRéalis is dedicated in engineering a better future for our planet and its people. CANDU Energy Inc.is looking to hire multiple Civil/Structural engineers for full time term/permanent positions. The types of engineering work include...

  • Junior Claims Adjudicator

    3 days ago

    Mississauga, Canada People Corporation Full time

    We are seeking a Jr. Claims Adjudicator to join our BPA team in Mississauga. The Junior Claims Adjudicator provides timely and accurate adjudication and reimbursement of benefit claims submitted by members covered under the L.I.U.N.A. Local 183 Member’s Benefit Trust Fund. He or she provides courteous and professional customer service while maintaining...

  • Junior Engineering Specialist

    Found in: Jooble CA O C2 - 2 weeks ago

    Mississauga, ON, Canada AtkinsRéalis Full time

    Junior Engineering Specialist Come join us in reshaping the future with AtkinsRéalis. AtkinsRéalis is dedicated in engineering a better future for our planet and its people. CANDU Energy Inc.is looking to hire multiple Civil/Structural engineers for full time term/permanent positions. The types of engineering work include structural and seismic...

  • Scotiamcleod Administrative Associate

    4 days ago

    Mississauga, Canada Scotiabank Full time

    Requisition ID: 181974 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Insurance Advisor Life, Health

    Found in: Talent CA C2 - 1 week ago

    Mississauga, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionPlease Note Actively Hiring for Ontario South Region (Mississauga, Etobicoke, Hamilton, Stoney Creek, Toronto, North York, Scarborough, Oshawa, Oakville, Milton)What is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario Central Field Sales team at RBC Insurance. As an...

  • Insurance Advisor Life, Health

    Found in: beBee S CA - 3 weeks ago

    MISSISSAUGA, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionPlease Note Actively Hiring for Ontario South Region (Mississauga, Etobicoke, Hamilton, Stoney Creek, Toronto, North York, Scarborough, Oshawa, Oakville, Milton)What is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario Central Field Sales team at RBC Insurance. As an...

  • Insurance Advisor, Life, Health

    Found in: beBee S CA - 3 weeks ago

    MISSISSAUGA, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client...

  • Credit Quality Assurance Specialist

    3 days ago

    Mississauga, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

  • Insurance Advisor, Life, Health

    Found in: beBee S CA - 3 weeks ago

    MISSISSAUGA, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionPlease Note Actively Hiring for Ontario South Region (Mississauga, Etobicoke, Hamilton, Stoney Creek, Toronto, North York, Scarborough, Oshawa, Oakville, Milton)What is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario Central Field Sales team at RBC Insurance. As an...