Junior Wealth Specialist

3 weeks ago


Mississauga, Canada RBC - Royal Bank 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 - 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.
​​​​​​​
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.



  • 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...


  • Mississauga, Canada The Corporate Group of Companies Full time

    **Junior Technical Support Specialist** Are you tech-savvy with an interest in working with a team of passionate professionals to service today's complex work environments? **Technical Responsibilities**: - Assist Senior Support Specialist with new **installations of AV equipment** and /or **Printer & Multi-Functional Devices** including set up,...


  • Mississauga, Canada RHENUS LOGISTICS CANADA LTD Full time

    **Job Title: Junior Business Intelligence Specialist** **Reports To: IT Manager** **Job Purpose** **Duties & Responsibilities** - Plan, coordinate, and maintain Business Applications. - Assist in the implementation process for new clients. - Provide training and support to users on Business Applications. - Identify and expand data integration...


  • Mississauga, Canada Royal Bank of Canada Full time

    **Job Summary** **Please 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...


  • Mississauga, Canada Royal Bank of Canada Full time

    **Job Summary** **Please 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...


  • Mississauga, Canada Just Energy Full time

    **Description** **Title**: Junior IT Security Analyst (6-month contract) **Who We Are**: Just Energy is a consumer company focused on essential needs, including electricity and natural gas; health and well-being, such as water quality and filtration devices; and utility conservation, bringing energy efficient solutions and renewable energy options to...


  • Mississauga, Canada Community Trust Full time

    Mortgage Default Specialist 2350 Matheson Blvd E, Mississauga, ON L4W 5G9, Canada Req #2603 Tuesday, April 16, 2024 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...


  • Mississauga, Canada AstraZeneca Full time

    At AstraZeneca, we pride ourselves on crafting a collaborative culture that champions knowledge-sharing, ambitious thinking and innovation - ultimately providing employees with the opportunity to work across teams, functions and even the globe. Recognizing the importance of individualized flexibility, our ways of working allow employees to balance personal...


  • Mississauga, Canada Investment Planning Counsel Full time

    **Client Experience Specialist** Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. **About Us** We specialize in financial planning for individuals,...


  • Mississauga, Canada Howe Gastmeier Chapnik Limited Full time

    **Field Vibration Monitoring Specialist** Your opportunity Join our established Vibration Division as a Field Vibration Monitoring Specialist. Your role will involve the deployment, maintenance, and retrieval of vibration monitoring instrumentation on demolition/building and infrastructure project sites, primarily in the Greater Toronto Area. You will...


  • Mississauga, Canada CIMA+ Full time

    **Company Description** Welcome to a place where people are at the heart of everything we do.** Welcome to people with an inspiring vision and who seek stimulating challenges. At CIMA+, you’ll find a place where you’ll have many opportunities to learn and develop while working on engaging projects. We are a firm 100% owned by its employees and we value...


  • Mississauga, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/Financial Services Specialist (IIROC) page is loaded Financial Advisor/Financial Services Specialist (IIROC) Apply locations Mississauga, ON time type Full time posted on Posted 4 Days Ago job requisition id 2406723 We’re building a relationship-oriented bank...


  • Mississauga, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/Financial Services Specialist (IIROC) page is loaded Financial Advisor/Financial Services Specialist (IIROC) Apply locations Mississauga, ON time type Full time posted on Posted 4 Days Ago job requisition id 2406723 We’re building a relationship-oriented bank...


  • Mississauga, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/Financial Services Specialist (IIROC) page is loaded Financial Advisor/Financial Services Specialist (IIROC) Apply locations Mississauga, ON time type Full time posted on Posted 4 Days Ago job requisition id 2406723 We’re building a relationship-oriented bank...


  • Mississauga, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Mississauga, Canada GardaWorld Full time

    The Training Delivery Specialist plays a critical role in the Training & Performance department, overseeing the Training Representative (TR) team and ensuring effective training delivery to Screening Officers (SOs). The Training Delivery Specialist is responsible for managing training requirements, coordinating training activities, executing training...


  • Mississauga, Canada Tetra Tech Full time

    Discover your full potential. At Tetra Tech, we are collaborating with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world’s most complex challenges. Our innovation hubs across the globe will enable you to share ideas and best practices while...


  • Mississauga, ON, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor/Financial Services Specialist (IIROC) page is loaded Financial Advisor/Financial Services Specialist (IIROC) Apply locations Mississauga, ON time type Full time posted on Posted 4 Days Ago job requisition id 2406723 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are...

  • Associate Advisor

    4 weeks ago


    Mississauga, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Teacher, Esl

    5 days ago


    Mississauga, Canada Peel District School Board Full time

    **Job Summary** This is a Full Time Long-Term Occasional position (0.5 FTE). Additional Details of Assignment: If FTE is less than 1.0, work schedule details are: 0.5 FTE with Full Day for Days 3, 4 half day on Day 5 **Qualifications** **Required OCT Qualifications**: Primary (1-3) Junior (4-6) Primary Education Junior Education **Additional Skills &...